Millennium Capital 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
Q4 | $2.41M | Sell |
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|
2025
Q3 | $2.48M | Sell |
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|
2025
Q2 | $2.47M | Buy |
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|
2025
Q1 | $2.45M | Sell |
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|
2024
Q4 | $2.45M | Buy |
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|
2024
Q3 | $2.5M | Sell |
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|
2024
Q2 | $2.32M | Sell |
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|
2024
Q1 | $2.58M | Sell |
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|
2023
Q4 | $2.5M | Sell |
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|
2023
Q3 | $2.53M | Sell |
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|
2023
Q2 | $2.63M | Buy |
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|
2023
Q1 | $2.55M | Buy |
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|
2022
Q4 | $2.57M | Sell |
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|
2022
Q3 | $2.36M | Sell |
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|
2022
Q2 | $2.57M | Buy |
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|
2022
Q1 | $2.8M | Buy |
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|
2021
Q4 | $2.76M | Buy |
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