Prestige Wealth Management Group’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 | $105K | Hold |
|
|||||
|
2025
Q2 | $102K | Buy |
|
|||||
|
2025
Q1 | $104K | Hold |
|
|||||
|
2024
Q4 | $102K | Hold |
|
|||||
|
2024
Q3 | $105K | Hold |
|
|||||
|
2024
Q2 | $97.8K | Hold |
|
|||||
|
2024
Q1 | $100K | Hold |
|
|||||
|
2023
Q4 | $94.7K | Hold |
|
|||||
|
2023
Q3 | $88.1K | Sell |
|
|||||
|
2023
Q2 | $93.3K | Sell |
|
|||||
|
2023
Q1 | $103K | Hold |
|
|||||
|
2022
Q4 | $106K | Hold |
|
|||||
|
2022
Q3 | $93K | Hold |
|
|||||
|
2022
Q2 | $100K | Buy |
|
|||||
|
2022
Q1 | $101K | Hold |
|
|||||
|
2021
Q4 | $104K | Hold |
|
|||||
|
2021
Q3 | $95K | Sell |
|
|||||
|
2021
Q2 | $98K | Hold |
|
|||||
|
2021
Q1 | $94K | Sell |
|
|||||
|
2020
Q4 | $86K | Hold |
|
|||||
|
2020
Q3 | $74K | Sell |
|
|||||
|
2020
Q2 | $71K | Hold |
|
|||||
|
2020
Q1 | $62K | Hold |
|
|||||
|
2019
Q4 | $80K | Hold |
|
|||||
|
2019
Q3 | $76K | Hold |
|
|||||
|
2019
Q2 | $73K | Sell |
|
|||||
|
2019
Q1 | $77K | Sell |
|
|||||
|
2018
Q4 | $153K | Buy |
|