Regal Investment 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 | $26.4M | Buy |
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|
2025
Q1 | $27M | Buy |
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|
2024
Q4 | $21.4M | Buy |
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|
2024
Q3 | $20.1M | Buy |
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|
2024
Q2 | $18.3M | Buy |
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|
2024
Q1 | $18.6M | Sell |
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|
2023
Q4 | $17.6M | Sell |
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|
2023
Q3 | $18.3M | Sell |
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|
2023
Q2 | $20M | Buy |
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|
2023
Q1 | $13.3M | Buy |
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|
2022
Q4 | $12.3M | Buy |
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|
2022
Q3 | $10.1M | Buy |
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|
2022
Q2 | $10.6M | Buy |
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|
2022
Q1 | $11.6M | Sell |
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|
2021
Q4 | $12M | Buy |
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|
2021
Q3 | $10.6M | Buy |
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|
2021
Q2 | $9.79M | Buy |
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|
2021
Q1 | $8.96M | Sell |
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|
2020
Q4 | $8.29M | Buy |
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|
2020
Q3 | $7.14M | Sell |
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|
2020
Q2 | $6.77M | Buy |
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|
2020
Q1 | $5.75M | Buy |
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|
2019
Q4 | $6.98M | Sell |
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|
2019
Q3 | $6.64M | Sell |
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|
2019
Q2 | $6.48M | Buy |
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|
2019
Q1 | $6.25M | Buy |
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|
2018
Q4 | $5.54M | Buy |
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|
2018
Q3 | $6.22M | Buy |
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|
2018
Q2 | $3.85M | Sell |
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|
2018
Q1 | $5.17M | Buy |
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|
2017
Q4 | $5.34M | Sell |
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|
2017
Q3 | $5.11M | Sell |
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|
2017
Q2 | $4.96M | Buy |
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|
2017
Q1 | $4.7M | Buy |
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|
2016
Q4 | $4.42M | Buy |
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|
2016
Q3 | $4.13M | Buy |
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|
2016
Q2 | $4.02M | Buy |
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|
2016
Q1 | $3.57M | Buy |
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|
2015
Q4 | $3.31M | Buy |
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|
2015
Q3 | $2.25M | Buy |
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|
2015
Q2 | $1.69M | Buy |
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|
2015
Q1 | $1.4M | Buy |
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|
2014
Q4 | $1.19M | Buy |
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|
2014
Q3 | $632K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $185K | Buy |
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