MBA 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
Q2
$8.02M Buy
2025
Q1
$7.96M Buy
2024
Q4
$7.55M Buy
2024
Q3
$7.65M Buy
2024
Q2
$7.02M Buy
2024
Q1
$7.19M Buy
2023
Q4
$6.72M Buy
2023
Q3
$6.07M Buy
2023
Q2
$5.84M Buy
2023
Q1
$5.73M Buy
2022
Q4
$5.89M Buy
2022
Q3
$4.86M Buy
2022
Q2
$5.15M Buy
2022
Q1
$5.46M Buy
2021
Q4
$5.23M Buy
2021
Q3
$4.77M Buy
2021
Q2
$4.72K Sell
2021
Q1
$4.56K Buy