Pure Financial 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 | $628K | Buy |
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|
2025
Q2 | $595K | Sell |
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|
2025
Q1 | $796K | Buy |
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|
2024
Q4 | $385K | Sell |
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|
2024
Q3 | $492K | Buy |
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|
2024
Q2 | $218K | Buy |
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|
2024
Q1 | $220K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $211K | Sell |
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|
2022
Q2 | $232K | Buy |
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|
2022
Q1 | $251K | Buy |
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|
2021
Q4 | $257K | Sell |
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|
2021
Q3 | $237K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $230K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $211K | Buy |
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