Rainey & Randall Wealth 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
Q2 | $706K | Buy |
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|
2025
Q1 | $740K | Buy |
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|
2024
Q4 | $720K | Buy |
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|
2024
Q3 | $740K | Buy |
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|
2024
Q2 | $680K | Sell |
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|
2024
Q1 | $733K | Buy |
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|
2023
Q4 | $674K | Buy |
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|
2023
Q3 | $606K | Buy |
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|
2023
Q2 | $614K | Buy |
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|
2023
Q1 | $611K | Buy |
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|
2022
Q4 | $622K | Buy |
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|
2022
Q3 | $545K | Buy |
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|
2022
Q2 | $584K | Buy |
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|
2022
Q1 | $640K | Buy |
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|
2021
Q4 | $654K | Buy |
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|
2021
Q3 | $598K | Buy |
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|
2021
Q2 | $606K | Buy |
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|
2021
Q1 | $582K | Buy |
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|
2020
Q4 | $510K | Buy |
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|
2020
Q3 | $437K | Buy |
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|
2020
Q2 | $408K | Buy |
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|
2020
Q1 | $353K | Buy |
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|
2019
Q4 | $452K | Buy |
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|
2019
Q3 | $424K | Buy |
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|
2019
Q2 | $372K | Hold |
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|
2019
Q1 | $367K | Buy |
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|
2018
Q4 | $320K | Hold |
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|
2018
Q3 | $361K | Hold |
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|
2018
Q2 | $335K | Hold |
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|
2018
Q1 | $334K | Buy |
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|
2017
Q4 | $347K | Buy |
|