Perennial 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 | – | Sell |
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|
2025
Q2 | $208K | Sell |
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|
2025
Q1 | $247K | Buy |
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|
2024
Q2 | $229K | Hold |
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|
2024
Q1 | $238K | Hold |
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|
2023
Q4 | $225K | Hold |
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|
2023
Q3 | $209K | Hold |
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|
2023
Q2 | $214K | Sell |
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|
2023
Q1 | $255K | Hold |
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|
2022
Q4 | $264K | Hold |
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|
2022
Q3 | $232K | Sell |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $291K | Buy |
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|
2021
Q4 | $297K | Buy |
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|
2021
Q3 | $271K | Buy |
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|
2021
Q2 | $275K | Buy |
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|
2021
Q1 | $265K | Buy |
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