River Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Sell |
10,115
-363
| -3% | -$9.62K | 0.03% | 185 |
|
|
2025
Q1 | $293K | Sell |
10,478
-761
| -7% | -$21.3K | 0.04% | 173 |
|
|
2024
Q4 | $307K | Sell |
11,239
-671
| -6% | -$18.3K | 0.04% | 179 |
|
|
2024
Q3 | $336K | Sell |
11,910
-99
| -0.8% | -$2.79K | 0.04% | 170 |
|
|
2024
Q2 | $311K | Sell |
12,009
-783
| -6% | -$20.3K | 0.04% | 167 |
|
|
2024
Q1 | $344K | Buy |
12,792
+3,105
| +32% | +$83.5K | 0.05% | 164 |
|
|
2023
Q4 | $246K | Sell |
9,687
-609
| -6% | -$15.5K | 0.04% | 184 |
|
|
2023
Q3 | $243K | Sell |
10,296
-2,196
| -18% | -$51.8K | 0.04% | 182 |
|
|
2023
Q2 | $302K | Buy |
12,492
+1,707
| +16% | +$41.3K | 0.05% | 179 |
|
|
2023
Q1 | $263K | Hold |
10,785
| – | – | 0.05% | 182 |
|
|
2022
Q4 | $272K | Sell |
10,785
-1,371
| -11% | -$34.5K | 0.05% | 184 |
|
|
2022
Q3 | $269K | Sell |
12,156
-1,602
| -12% | -$35.5K | 0.06% | 179 |
|
|
2022
Q2 | $328K | Buy |
13,758
+1,881
| +16% | +$44.8K | 0.06% | 176 |
|
|
2022
Q1 | $312K | Sell |
11,877
-2,748
| -19% | -$72.2K | 0.05% | 186 |
|
|
2021
Q4 | $394K | Sell |
14,625
-2,112
| -13% | -$56.9K | 0.06% | 168 |
|
|
2021
Q3 | $414K | Sell |
16,737
-720
| -4% | -$17.8K | 0.07% | 165 |
|
|
2021
Q2 | $440K | Buy |
17,457
+234
| +1% | +$5.9K | 0.08% | 158 |
|
|
2021
Q1 | $419K | Hold |
17,223
| – | – | 0.08% | 160 |
|
|
2020
Q4 | $368K | Sell |
17,223
-441
| -2% | -$9.42K | 0.08% | 163 |
|
|
2020
Q3 | $326K | Sell |
17,664
-495
| -3% | -$9.14K | 0.09% | 159 |
|
|
2020
Q2 | $313K | Sell |
18,159
-2,865
| -14% | -$49.4K | 0.1% | 148 |
|
|
2020
Q1 | $315K | Sell |
21,024
-3,627
| -15% | -$54.3K | 0.13% | 128 |
|
|
2019
Q4 | $476K | Buy |
24,651
+3,234
| +15% | +$62.4K | 0.16% | 117 |
|
|
2019
Q3 | $391K | Buy |
21,417
+4,455
| +26% | +$81.3K | 0.15% | 125 |
|
|
2019
Q2 | $300K | Buy |
16,962
+234
| +1% | +$4.14K | 0.12% | 140 |
|
|
2019
Q1 | $292K | Sell |
16,728
-2,691
| -14% | -$47K | 0.12% | 137 |
|
|
2018
Q4 | $304K | Buy |
19,419
+9,762
| +101% | +$153K | 0.14% | 132 |
|
|
2018
Q3 | $171K | Sell |
9,657
-708
| -7% | -$12.5K | 0.06% | 174 |
|
|
2018
Q2 | $170K | Buy |
+10,365
| New | +$170K | 0.07% | 171 |
|