Old North State Wealth Management’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 | $372K | Buy |
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|
2025
Q2 | $346K | Sell |
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|
2025
Q1 | $371K | Sell |
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|
2024
Q4 | $364K | Buy |
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|
2024
Q3 | $374K | Buy |
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|
2024
Q2 | $336K | Hold |
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|
2024
Q1 | $348K | Buy |
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|
2023
Q4 | $323K | Buy |
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|
2023
Q3 | $297K | Buy |
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|
2023
Q2 | $302K | Buy |
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|
2023
Q1 | $301K | Sell |
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|
2022
Q4 | $320K | Sell |
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|
2022
Q3 | $298K | Buy |
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|
2022
Q2 | $319K | Buy |
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|
2022
Q1 | $348K | Buy |
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|
2021
Q4 | $354K | Buy |
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