Prosperity Consulting 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
Q2 | $31.1M | Sell |
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|
2025
Q1 | $33.2M | Buy |
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|
2024
Q4 | $29.5M | Buy |
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|
2024
Q3 | $29.1M | Buy |
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|
2024
Q2 | $15.3M | Sell |
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|
2024
Q1 | $16.4M | Buy |
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|
2023
Q4 | $6.72M | Buy |
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|
2023
Q3 | $3.5M | Buy |
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|
2023
Q2 | $3.59M | Buy |
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|
2023
Q1 | $3.6M | Buy |
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|
2022
Q4 | $3.25M | Buy |
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|
2022
Q3 | $2.23M | Buy |
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|
2022
Q2 | $2.01M | Buy |
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|
2022
Q1 | $1.5M | Buy |
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|
2021
Q4 | $1.39M | Buy |
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