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 |
|