Operose 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 | $40.8K | Hold |
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|
2025
Q2 | $39.6K | Hold |
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|
2025
Q1 | $41.8K | Hold |
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|
2024
Q4 | $40.8K | Hold |
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|
2024
Q3 | $42.1K | Hold |
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|
2024
Q2 | $38.7K | Sell |
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|
2024
Q1 | $210K | Hold |
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|
2023
Q4 | $199K | Hold |
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|
2023
Q3 | $185K | Buy |
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|
2023
Q2 | $64.6K | Hold |
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|
2023
Q1 | $65K | Hold |
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|
2022
Q4 | $67.2K | Hold |
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|
2022
Q3 | $59K | Hold |
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|
2022
Q2 | $64K | Hold |
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|
2022
Q1 | $70K | Hold |
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|
2021
Q4 | $72K | Buy |
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