RIA Advisory Group’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
$2.31M Buy
2025
Q1
$2.34M Sell
2024
Q4
$2.47M Sell
2024
Q3
$2.72M Buy
2024
Q1
$2.23M Buy
2023
Q4
$311K Sell
2023
Q3
$1.31M Sell
2023
Q2
$1.39M Sell
2023
Q1
$1.43M Buy
2022
Q4
$149K Buy