Members Advisory Group’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 | $264K | Sell |
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|
2025
Q2 | $324K | Sell |
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|
2025
Q1 | $354K | Sell |
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|
2024
Q4 | $682K | Sell |
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|
2024
Q3 | $21M | Sell |
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|
2024
Q2 | $21.2M | Sell |
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|
2024
Q1 | $24.2M | Sell |
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|
2023
Q4 | $23M | Sell |
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|
2023
Q3 | $21.9M | Buy |
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|
2023
Q2 | $22.2M | Sell |
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|
2023
Q1 | $22.6M | Sell |
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|
2022
Q4 | $23.5M | Sell |
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|
2022
Q3 | $20.7M | Sell |
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|
2022
Q2 | $22.4M | Buy |
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|
2022
Q1 | $24.6M | Sell |
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|
2021
Q4 | $25.3M | Buy |
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