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