MONECO 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
Q2 | $10.3M | Sell |
|
|||||
|
2025
Q1 | $11.5M | Sell |
|
|||||
|
2024
Q4 | $11.4M | Buy |
|
|||||
|
2024
Q3 | $11.7M | Buy |
|
|||||
|
2024
Q2 | $9.92M | Sell |
|
|||||
|
2024
Q1 | $11.4M | Sell |
|
|||||
|
2023
Q4 | $11.7M | Sell |
|
|||||
|
2023
Q3 | $11M | Sell |
|
|||||
|
2023
Q2 | $11.8M | Sell |
|
|||||
|
2023
Q1 | $12.5M | Buy |
|
|||||
|
2022
Q4 | $10.3M | Buy |
|
|||||
|
2022
Q3 | $6.31M | Buy |
|
|||||
|
2022
Q2 | $5.77M | Buy |
|
|||||
|
2022
Q1 | $5.41M | Buy |
|
|||||
|
2021
Q4 | $4.36M | Buy |
|
|||||
|
2021
Q3 | $2.35M | Buy |
|
|||||
|
2021
Q2 | $2.06M | Buy |
|
|||||
|
2021
Q1 | $1.52M | Buy |
|
|||||
|
2020
Q4 | $800K | Sell |
|
|||||
|
2020
Q3 | $686K | Sell |
|
|||||
|
2020
Q2 | $642K | Buy |
|
|||||
|
2020
Q1 | $553K | Sell |
|
|||||
|
2019
Q4 | $742K | Buy |
|
|||||
|
2019
Q3 | $653K | Buy |
|
|||||
|
2019
Q2 | $626K | Hold |
|
|||||
|
2019
Q1 | $617K | Buy |
|
|||||
|
2018
Q4 | $551K | Buy |
|