Sound View Wealth Advisors Group’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
Q2 | $14M | Sell |
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|
2025
Q1 | $15.3M | Sell |
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|
2024
Q4 | $17.3M | Buy |
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|
2024
Q3 | $16.9M | Buy |
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|
2024
Q2 | $14.1M | Sell |
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|
2024
Q1 | $16.2M | Sell |
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|
2023
Q4 | $16.5M | Buy |
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|
2023
Q3 | $14.8M | Buy |
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|
2023
Q2 | $13.8M | Buy |
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|
2023
Q1 | $12.9M | Sell |
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|
2022
Q4 | $16.5M | Buy |
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|
2022
Q3 | $6.51M | Sell |
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|
2022
Q2 | $7.11M | Buy |
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|
2022
Q1 | $7.51M | Buy |
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|
2021
Q4 | $7.07M | Buy |
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|
2021
Q3 | $4.71M | Sell |
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|
2021
Q2 | $4.94M | Buy |
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|
2021
Q1 | $4.51M | Sell |
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|
2020
Q4 | $4.18M | Buy |
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|
2020
Q3 | $3.42M | Buy |
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|
2020
Q2 | $3.12M | Buy |
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|
2020
Q1 | $2.44M | Buy |
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|
2019
Q4 | $2.53M | Buy |
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|
2019
Q3 | $2.12M | Buy |
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|
2019
Q2 | $1.93M | Buy |
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