NWF Advisory Services’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 | $3.84M | Sell |
|
|||||
|
2025
Q2 | $5.57M | Buy |
|
|||||
|
2025
Q1 | $3.78M | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $865K | Sell |
|
|||||
|
2024
Q2 | $816K | Buy |
|
|||||
|
2024
Q1 | $845K | Sell |
|
|||||
|
2023
Q4 | $802K | Buy |
|
|||||
|
2023
Q3 | $697K | Buy |
|
|||||
|
2023
Q2 | $683K | Hold |
|
|||||
|
2023
Q1 | $683K | Buy |
|