Mezzasalma 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
Q3 | $1.51M | Buy |
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|
2025
Q2 | $482K | Sell |
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|
2025
Q1 | $509K | Sell |
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|
2024
Q4 | $527K | Sell |
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|
2024
Q3 | $549K | Buy |
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|
2024
Q2 | $500K | Sell |
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|
2024
Q1 | $677K | Sell |
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|
2023
Q4 | $656K | Buy |
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|
2023
Q3 | $606K | Sell |
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|
2023
Q2 | $635K | Buy |
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|
2023
Q1 | $629K | Buy |
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