Mission Wealth Management’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 | $1.44M | Buy |
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|
2025
Q2 | $782K | Buy |
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|
2025
Q1 | $545K | Sell |
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|
2024
Q4 | $626K | Buy |
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|
2024
Q3 | $558K | Sell |
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|
2024
Q2 | $516K | Sell |
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|
2024
Q1 | $9.57M | Buy |
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|
2023
Q4 | $578K | Buy |
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|
2023
Q3 | $240K | Sell |
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|
2023
Q2 | $486K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $624K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $356K | Buy |
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