Meadow Creek Wealth 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
$343K Hold
2025
Q1
$362K Buy
2024
Q4
$273K Hold
2024
Q3
$282K Hold
2024
Q2
$259K Buy
2022
Q3
$333K Sell
2022
Q2
$527K Sell
2022
Q1
$645K Sell
2021
Q4
$1.31M Buy