Silver Lake Advisory’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 | $405K | Buy |
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|
2025
Q2 | $389K | Buy |
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|
2025
Q1 | $407K | Buy |
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|
2024
Q4 | $392K | Buy |
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|
2024
Q3 | $401K | Sell |
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|
2024
Q2 | $388K | Buy |
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|
2024
Q1 | $375K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $337K | Sell |
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|
2023
Q1 | $390K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $356K | Buy |
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|
2022
Q2 | $381K | Buy |
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|
2022
Q1 | $416K | Sell |
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|
2021
Q4 | $439K | Buy |
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|
2021
Q3 | $400K | Buy |
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|
2021
Q2 | $412K | Sell |
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|
2021
Q1 | $421K | Sell |
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|
2020
Q4 | $394K | Sell |
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|
2020
Q3 | $345K | Sell |
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|
2020
Q2 | $323K | Buy |
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|
2020
Q1 | $278K | Sell |
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|
2019
Q4 | $390K | Sell |
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|
2019
Q3 | $1.15M | Sell |
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|
2019
Q2 | $1.13M | Buy |
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|
2019
Q1 | $1.07M | Sell |
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|
2018
Q4 | $987K | Buy |
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|
2018
Q3 | $1.07M | Buy |
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|
2018
Q2 | $810K | Sell |
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|
2018
Q1 | $884K | Sell |
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|
2017
Q4 | $975K | Buy |
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|
2017
Q3 | $875K | Buy |
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|
2017
Q2 | $823K | Buy |
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|
2017
Q1 | $786K | Buy |
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|
2016
Q4 | $761K | Buy |
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|
2016
Q3 | $700K | Buy |
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|
2016
Q2 | $645K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $399K | Buy |
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|
2014
Q4 | $301K | Buy |
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|
2014
Q3 | $239K | Buy |
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