Moser Wealth 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
$1.26M Buy
2025
Q1
$1.06M Sell
2024
Q4
$1.06M Buy
2024
Q3
$818K Buy
2024
Q2
$668K Buy
2024
Q1
$655K Sell
2023
Q4
$629K Sell
2023
Q3
$737K Buy
2023
Q2
$743K Buy
2022
Q4
$747K Sell
2022
Q3
$660K Sell
2022
Q2
$819K Buy
2022
Q1
$820K Buy
2020
Q1
Sell
2019
Q4
$191K Buy