Scott Capital 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 | $51.2M | Buy |
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|
2025
Q2 | $49.6M | Buy |
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|
2025
Q1 | $48.4M | Buy |
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|
2024
Q4 | $46M | Buy |
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|
2024
Q3 | $47M | Buy |
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|
2024
Q2 | $40M | Buy |
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|
2024
Q1 | $40.7M | Buy |
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|
2023
Q4 | $37.7M | Sell |
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|
2023
Q3 | $35.4M | Buy |
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|
2023
Q2 | $32.9M | Buy |
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|
2023
Q1 | $31.5M | Buy |
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|
2022
Q4 | $32M | Buy |
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|
2022
Q3 | $27.1M | Buy |
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|
2022
Q2 | $27.8M | Buy |
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|
2022
Q1 | $29.7M | Buy |
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|
2021
Q4 | $26M | Buy |
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