McAlister Sweet & Associates’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 | $714K | Buy |
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|
2025
Q2 | $656K | Sell |
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|
2025
Q1 | $733K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $805K | Sell |
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|
2024
Q2 | $743K | Sell |
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|
2024
Q1 | $902K | Sell |
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|
2023
Q4 | $905K | Sell |
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|
2023
Q3 | $1.11M | Sell |
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|
2023
Q2 | $6.07M | Sell |
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|
2023
Q1 | $6.2M | Sell |
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|
2022
Q4 | $10.3M | Buy |
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|
2022
Q3 | $7.09M | Sell |
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|
2022
Q2 | $10.4M | Sell |
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|
2022
Q1 | $15.3M | Buy |
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|
2021
Q4 | $14.9M | Buy |
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