Oxinas Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $4.32M | Buy |
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|
2025
Q3 | $4M | Buy |
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|
2025
Q2 | $3.6M | Buy |
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|
2025
Q1 | $3.62M | Buy |
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|
2024
Q4 | $2.94M | Buy |
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|
2024
Q3 | $2.61M | Buy |
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|
2024
Q2 | $773K | Buy |
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|
2024
Q1 | $437K | Sell |
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|
2023
Q4 | $495K | Buy |
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|
2023
Q3 | $433K | Buy |
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|
2023
Q2 | $394K | Buy |
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