Morling Financial 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 | $956K | Sell |
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|
2025
Q2 | $956K | Sell |
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|
2025
Q1 | $1.05M | Hold |
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|
2024
Q4 | $1.03M | Hold |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $901K | Hold |
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|
2024
Q1 | $935K | Hold |
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|
2023
Q4 | $882K | Hold |
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|
2023
Q3 | $820K | Sell |
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|
2023
Q2 | $861K | Hold |
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|
2023
Q1 | $867K | Sell |
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|
2022
Q4 | $914K | Sell |
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|
2022
Q3 | $809K | Sell |
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|
2022
Q2 | $881K | Sell |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.23M | Buy |
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