Royal Capital Wealth Management’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 | $1.3M | Buy |
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|
2025
Q2 | $1.26M | Buy |
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|
2025
Q1 | $1.32M | Sell |
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|
2024
Q4 | $1.3M | Buy |
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|
2024
Q3 | $1.34M | Buy |
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|
2024
Q2 | $1.22M | Hold |
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|
2024
Q1 | $1.27M | Sell |
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|
2023
Q4 | $1.28M | Sell |
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|
2023
Q3 | $2.73M | Buy |
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|
2023
Q2 | $2.69M | Sell |
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|
2023
Q1 | $4.82M | Buy |
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|
2022
Q4 | $4.07M | Buy |
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|
2022
Q3 | $2.12M | Buy |
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|
2022
Q2 | $2.13M | Buy |
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|
2022
Q1 | $873K | Buy |
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|
2021
Q4 | $688K | Buy |
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