Pacific Capital 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
Q3 | $14M | Sell |
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|
2025
Q2 | $17.3M | Buy |
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|
2025
Q1 | $16.8M | Buy |
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|
2024
Q4 | $14.7M | Buy |
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|
2024
Q3 | $12.3M | Buy |
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|
2024
Q2 | $9.41M | Buy |
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|
2024
Q1 | $4.62M | Sell |
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|
2023
Q4 | $4.4M | Sell |
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|
2023
Q3 | $4.09M | Sell |
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|
2023
Q2 | $4.21M | Sell |
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|
2023
Q1 | $4.25M | Sell |
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|
2022
Q4 | $4.4M | Sell |
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|
2022
Q3 | $3.91M | Sell |
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|
2022
Q2 | $5.15M | Sell |
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|
2022
Q1 | $5.69M | Buy |
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|
2021
Q4 | $5.83M | Sell |
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|
2021
Q3 | $5.36M | Buy |
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|
2021
Q2 | $1.97M | Buy |
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|
2021
Q1 | $1.88M | Buy |
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|
2020
Q4 | $1.6M | Buy |
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|
2020
Q3 | $866K | Hold |
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|
2020
Q2 | $810K | Buy |
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|
2020
Q1 | $529K | Buy |
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|
2019
Q4 | $594K | Buy |
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