SCA
Snowden Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15M | Sell |
565,172
-6,268
| -1% | -$166K | 0.44% | 38 |
|
|
2025
Q1 | $16M | Buy |
571,440
+22,896
| +4% | +$640K | 0.51% | 32 |
|
|
2024
Q4 | $15M | Buy |
548,544
+369,241
| +206% | +$10.1M | 0.47% | 33 |
|
|
2024
Q3 | $15.2M | Buy |
179,303
+7,175
| +4% | +$607K | 0.45% | 35 |
|
|
2024
Q2 | $13.5M | Buy |
172,128
+4,303
| +3% | +$338K | 0.4% | 39 |
|
|
2024
Q1 | $13.5M | Sell |
167,825
-28,442
| -14% | -$2.29M | 0.42% | 37 |
|
|
2023
Q4 | $14.9M | Sell |
196,267
-1,963
| -1% | -$149K | 0.57% | 22 |
|
|
2023
Q3 | $14M | Buy |
198,230
+5,822
| +3% | +$412K | 0.6% | 24 |
|
|
2023
Q2 | $14M | Sell |
192,408
-50,845
| -21% | -$3.69M | 0.5% | 33 |
|
|
2023
Q1 | $17.8M | Sell |
243,253
-10,112
| -4% | -$740K | 0.69% | 18 |
|
|
2022
Q4 | $19.1M | Sell |
253,365
-397
| -0.2% | -$30K | 0.8% | 15 |
|
|
2022
Q3 | $16.9M | Buy |
253,762
+201,596
| +386% | +$13.4M | 0.76% | 15 |
|
|
2022
Q2 | $3.74M | Sell |
52,166
-502
| -1% | -$36K | 0.17% | 162 |
|
|
2022
Q1 | $4.16M | Sell |
52,668
-409
| -0.8% | -$32.3K | 0.17% | 170 |
|
|
2021
Q4 | $4.29M | Buy |
53,077
+826
| +2% | +$66.8K | 0.22% | 145 |
|
|
2021
Q3 | $3.88M | Sell |
52,251
-1,137
| -2% | -$84.4K | 0.19% | 155 |
|
|
2021
Q2 | $4.04M | Sell |
53,388
-46,554
| -47% | -$3.52M | 0.2% | 152 |
|
|
2021
Q1 | $7.29M | Buy |
99,942
+46,285
| +86% | +$3.38M | 0.42% | 51 |
|
|
2020
Q4 | $3.44M | Sell |
53,657
-4,133
| -7% | -$265K | 0.23% | 139 |
|
|
2020
Q3 | $3.2M | Sell |
57,790
-1,893
| -3% | -$105K | 0.26% | 120 |
|
|
2020
Q2 | $3.09M | Buy |
59,683
+246
| +0.4% | +$12.7K | 0.26% | 117 |
|
|
2020
Q1 | $2.67M | Buy |
+59,437
| New | +$2.67M | 0.29% | 101 |
|