Prosperity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $397K | Buy |
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|
2025
Q2 | $376K | Buy |
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|
2025
Q1 | $340K | Sell |
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|
2024
Q4 | $606K | Buy |
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|
2024
Q3 | $557K | Buy |
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|
2024
Q2 | $504K | Buy |
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|
2024
Q1 | $497K | Buy |
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|
2023
Q4 | $462K | Buy |
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|
2023
Q3 | $343K | Sell |
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|
2023
Q2 | $1.01M | Buy |
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|
2023
Q1 | $981K | Buy |
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|
2022
Q4 | $631K | Buy |
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