RAG
RIA Advisory Group’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 | $2.31M | Buy |
87,272
+3,476
| +4% | +$92.1K | 0.68% | 30 |
|
|
2025
Q1 | $2.34M | Sell |
83,796
-6,504
| -7% | -$182K | 0.76% | 25 |
|
|
2024
Q4 | $2.47M | Buy |
90,300
+58,084
| +180% | +$1.59M | 0.84% | 22 |
|
|
2024
Q3 | $2.72M | Buy |
+32,216
| New | +$2.72M | 0.96% | 16 |
|
|
2024
Q1 | $2.23M | Buy |
27,662
+22,077
| +395% | +$1.78M | 0.9% | 21 |
|
|
2023
Q4 | $311K | Sell |
5,585
-12,949
| -70% | -$721K | 0.13% | 84 |
|
|
2023
Q3 | $1.31M | Sell |
18,534
-577
| -3% | -$40.8K | 0.59% | 21 |
|
|
2023
Q2 | $1.39M | Sell |
19,111
-420
| -2% | -$30.5K | 0.6% | 22 |
|
|
2023
Q1 | $1.43M | Buy |
19,531
+4,087
| +26% | +$299K | 0.66% | 24 |
|
|
2022
Q4 | $149K | Buy |
+15,444
| New | +$149K | 0.09% | 89 |
|