RIA
Regal Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.4M | Buy |
996,545
+32,644
| +3% | +$865K | 1.98% | 4 |
|
|
2025
Q1 | $27M | Buy |
963,901
+180,074
| +23% | +$5.03M | 2.18% | 4 |
|
|
2024
Q4 | $21.4M | Buy |
783,827
+545,824
| +229% | +$14.9M | 1.61% | 8 |
|
|
2024
Q3 | $20.1M | Buy |
238,003
+2,297
| +1% | +$194K | 1.41% | 10 |
|
|
2024
Q2 | $18.3M | Buy |
235,706
+4,666
| +2% | +$363K | 1.2% | 12 |
|
|
2024
Q1 | $18.6M | Sell |
231,040
-117
| -0.1% | -$9.43K | 1.27% | 11 |
|
|
2023
Q4 | $17.6M | Sell |
231,157
-27,278
| -11% | -$2.08M | 1.33% | 9 |
|
|
2023
Q3 | $18.3M | Sell |
258,435
-16,517
| -6% | -$1.17M | 1.54% | 6 |
|
|
2023
Q2 | $20M | Buy |
274,952
+93,759
| +52% | +$6.81M | 1.67% | 7 |
|
|
2023
Q1 | $13.3M | Buy |
181,193
+18,698
| +12% | +$1.37M | 1.17% | 13 |
|
|
2022
Q4 | $12.3M | Buy |
162,495
+10,477
| +7% | +$791K | 1.19% | 16 |
|
|
2022
Q3 | $10.1M | Buy |
152,018
+4,257
| +3% | +$283K | 1.07% | 18 |
|
|
2022
Q2 | $10.6M | Buy |
147,761
+1,047
| +0.7% | +$75K | 1.1% | 18 |
|
|
2022
Q1 | $11.6M | Sell |
146,714
-1,289
| -0.9% | -$102K | 1.06% | 17 |
|
|
2021
Q4 | $12M | Buy |
148,003
+5,520
| +4% | +$446K | 1.06% | 18 |
|
|
2021
Q3 | $10.6M | Buy |
142,483
+12,970
| +10% | +$963K | 1.03% | 19 |
|
|
2021
Q2 | $9.79M | Buy |
129,513
+6,641
| +5% | +$502K | 0.98% | 18 |
|
|
2021
Q1 | $8.96M | Sell |
122,872
-6,448
| -5% | -$470K | 9.08% | 3 |
|
|
2020
Q4 | $8.3M | Buy |
129,320
+155
| +0.1% | +$9.94K | 0.94% | 24 |
|
|
2020
Q3 | $7.14M | Sell |
129,165
-1,687
| -1% | -$93.3K | 8.44% | 4 |
|
|
2020
Q2 | $6.77M | Buy |
130,852
+3,117
| +2% | +$161K | 1.24% | 17 |
|
|
2020
Q1 | $5.75M | Buy |
127,735
+7,163
| +6% | +$322K | 8.44% | 4 |
|
|
2019
Q4 | $6.98M | Sell |
120,572
-650
| -0.5% | -$37.7K | 1.26% | 17 |
|
|
2019
Q3 | $6.64M | Sell |
121,222
-885
| -0.7% | -$48.5K | 1.3% | 16 |
|
|
2019
Q2 | $6.48M | Buy |
122,107
+2,654
| +2% | +$141K | 1.26% | 17 |
|
|
2019
Q1 | $6.25M | Buy |
119,453
+1,598
| +1% | +$83.5K | 1.27% | 17 |
|
|
2018
Q4 | $5.54M | Buy |
117,855
+502
| +0.4% | +$23.6K | 1.21% | 17 |
|
|
2018
Q3 | $6.22M | Buy |
117,353
+39,196
| +50% | +$2.08M | 1.31% | 16 |
|
|
2018
Q2 | $3.85M | Sell |
78,157
-27,178
| -26% | -$1.34M | 1.17% | 17 |
|
|
2018
Q1 | $5.17M | Buy |
105,335
+1,056
| +1% | +$51.8K | 1.14% | 21 |
|
|
2017
Q4 | $5.34M | Sell |
104,279
-4,861
| -4% | -$249K | 1.19% | 21 |
|
|
2017
Q3 | $5.11M | Sell |
109,140
-868
| -0.8% | -$40.6K | 1.19% | 19 |
|
|
2017
Q2 | $4.96M | Buy |
110,008
+4,578
| +4% | +$206K | 1.23% | 15 |
|
|
2017
Q1 | $4.7M | Buy |
105,430
+3,943
| +4% | +$176K | 1.23% | 16 |
|
|
2016
Q4 | $4.42M | Buy |
101,487
+3,846
| +4% | +$168K | 1.22% | 11 |
|
|
2016
Q3 | $4.13M | Buy |
97,641
+706
| +0.7% | +$29.9K | 1.17% | 14 |
|
|
2016
Q2 | $4.02M | Buy |
96,935
+7,776
| +9% | +$322K | 1.1% | 17 |
|
|
2016
Q1 | $3.57M | Buy |
89,159
+3,406
| +4% | +$137K | 0.97% | 28 |
|
|
2015
Q4 | $3.31M | Buy |
85,753
+23,284
| +37% | +$898K | 0.86% | 40 |
|
|
2015
Q3 | $2.25M | Buy |
62,469
+18,266
| +41% | +$656K | 0.58% | 69 |
|
|
2015
Q2 | $1.69M | Buy |
44,203
+8,806
| +25% | +$337K | 0.46% | 77 |
|
|
2015
Q1 | $1.4M | Buy |
35,397
+5,540
| +19% | +$218K | 0.34% | 88 |
|
|
2014
Q4 | $1.19M | Buy |
29,857
+13,466
| +82% | +$537K | 0.32% | 94 |
|
|
2014
Q3 | $632K | Buy |
+16,391
| New | +$632K | 0.19% | 126 |
|
|
2013
Q3 | – | Sell |
-5,661
| Closed | -$185K | – | 945 |
|
|
2013
Q2 | $185K | Buy |
+5,661
| New | +$185K | 0.1% | 155 |
|