Magnolia Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.06M | Buy |
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|
2025
Q2 | $926K | Sell |
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|
2025
Q1 | $9.04M | Buy |
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|
2024
Q4 | $8.82M | Buy |
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|
2024
Q3 | $8.55M | Sell |
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|
2024
Q2 | $7.99M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $6.33M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $6.5M | Sell |
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|
2021
Q4 | $7.04M | Buy |
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|
2021
Q3 | $6.36M | Buy |
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|
2021
Q2 | $6.26M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $5.01M | Buy |
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|
2020
Q3 | $4.25M | Buy |
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|
2020
Q2 | $3.23M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $5.09M | Buy |
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