MeadowBrook Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $196K | Hold |
7,407
| – | – | 0.18% | 114 |
|
|
2025
Q1 | $207K | Hold |
7,407
| – | – | 0.19% | 110 |
|
|
2024
Q4 | $202K | Hold |
7,407
| – | – | 0.18% | 113 |
|
|
2024
Q3 | $209K | Hold |
7,407
| – | – | 0.19% | 102 |
|
|
2024
Q2 | $192K | Hold |
7,407
| – | – | 0.18% | 107 |
|
|
2024
Q1 | $199K | Hold |
7,407
| – | – | 0.19% | 109 |
|
|
2023
Q4 | $188K | Buy |
+7,407
| New | +$188K | 0.18% | 112 |
|