Sterling Investment Advisors (Pennsylvania)’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
14,474
+2
| +0% | +$53 | 0.08% | 144 |
|
|
2025
Q1 | $405K | Buy |
+14,472
| New | +$405K | 0.1% | 134 |
|
|
2022
Q3 | – | Sell |
-789
| Closed | -$19K | – | 419 |
|
|
2022
Q2 | $19K | Buy |
789
+159
| +25% | +$3.83K | 0.01% | 331 |
|
|
2022
Q1 | $17K | Hold |
630
| – | – | ﹤0.01% | 375 |
|
|
2021
Q4 | $17K | Hold |
630
| – | – | ﹤0.01% | 385 |
|
|
2021
Q3 | $16K | Buy |
+630
| New | +$16K | ﹤0.01% | 388 |
|