Sequoia Financial 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 | $11.1M | Buy |
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|
2025
Q2 | $5.67M | Buy |
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|
2025
Q1 | $5.97M | Buy |
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|
2024
Q4 | $5.56M | Buy |
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|
2024
Q3 | $4.18M | Buy |
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|
2024
Q2 | $3.65M | Sell |
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|
2024
Q1 | $4.16M | Sell |
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|
2023
Q4 | $4.25M | Sell |
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|
2023
Q3 | $3.96M | Sell |
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|
2023
Q2 | $4.4M | Sell |
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|
2023
Q1 | $6.24M | Sell |
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|
2022
Q4 | $7.81M | Buy |
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|
2022
Q3 | $4.72M | Buy |
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|
2022
Q2 | $4.29M | Buy |
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|
2022
Q1 | $3.9M | Buy |
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|
2021
Q4 | $3.14M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.33M | Buy |
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|
2021
Q1 | $1.73M | Buy |
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|
2020
Q4 | $1.36M | Buy |
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|
2020
Q3 | $1.09M | Buy |
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|
2020
Q2 | $850K | Buy |
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|
2020
Q1 | $516K | Buy |
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|
2019
Q4 | $583K | Buy |
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|
2019
Q3 | $547K | Buy |
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|
2019
Q2 | $471K | Buy |
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|
2019
Q1 | $419K | Buy |
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