Second Half Financial Partners’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 | $2.22M | Buy |
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|
2025
Q2 | $2.1M | Sell |
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|
2025
Q1 | $6.39M | Sell |
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|
2024
Q4 | $7.29M | Sell |
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|
2024
Q3 | $8.84M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $13.5M | Buy |
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|
2023
Q4 | $12.5M | Buy |
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|
2023
Q3 | $7.32M | Buy |
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|
2023
Q2 | $2.7M | Buy |
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|
2023
Q1 | $2.18M | Sell |
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|
2022
Q4 | $2.31M | Buy |
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|
2022
Q3 | $1.92M | Sell |
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|
2022
Q2 | $2.15M | Hold |
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|
2022
Q1 | $2.15M | Buy |
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