River 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
Q3 | $276K | Hold |
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|
2025
Q2 | $268K | Sell |
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|
2025
Q1 | $293K | Sell |
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|
2024
Q4 | $307K | Sell |
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|
2024
Q3 | $336K | Sell |
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|
2024
Q2 | $311K | Sell |
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|
2024
Q1 | $344K | Buy |
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|
2023
Q4 | $246K | Sell |
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|
2023
Q3 | $243K | Sell |
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|
2023
Q2 | $302K | Buy |
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|
2023
Q1 | $263K | Hold |
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|
2022
Q4 | $272K | Sell |
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|
2022
Q3 | $269K | Sell |
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|
2022
Q2 | $328K | Buy |
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|
2022
Q1 | $312K | Sell |
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|
2021
Q4 | $394K | Sell |
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|
2021
Q3 | $414K | Sell |
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|
2021
Q2 | $440K | Buy |
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|
2021
Q1 | $419K | Hold |
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|
2020
Q4 | $368K | Sell |
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|
2020
Q3 | $326K | Sell |
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|
2020
Q2 | $313K | Sell |
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|
2020
Q1 | $315K | Sell |
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|
2019
Q4 | $476K | Buy |
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|
2019
Q3 | $391K | Buy |
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|
2019
Q2 | $300K | Buy |
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|
2019
Q1 | $292K | Sell |
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|
2018
Q4 | $304K | Buy |
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|
2018
Q3 | $171K | Sell |
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|
2018
Q2 | $170K | Buy |
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