Provident 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 | $243K | Hold |
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|
2025
Q2 | $236K | Hold |
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|
2025
Q1 | $249K | Hold |
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|
2024
Q4 | $243K | Hold |
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|
2024
Q3 | $251K | Hold |
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|
2024
Q2 | $231K | Hold |
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|
2024
Q1 | $239K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $25K | Hold |
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|
2020
Q2 | $24K | Buy |
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