Stewardship 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
Q2 | $623K | Hold |
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|
2025
Q1 | $657K | Sell |
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|
2024
Q4 | $1.33M | Sell |
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|
2024
Q3 | $1.54M | Sell |
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|
2024
Q2 | $1.53M | Sell |
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|
2024
Q1 | $3.28M | Sell |
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|
2023
Q4 | $15.6M | Buy |
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|
2023
Q3 | $12.6M | Sell |
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|
2023
Q2 | $13.3M | Sell |
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|
2023
Q1 | $22.9M | Sell |
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|
2022
Q4 | $24.3M | Sell |
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|
2022
Q3 | $21.5M | Sell |
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|
2022
Q2 | $27.3M | Buy |
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|
2022
Q1 | $29.7M | Buy |
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|
2021
Q4 | $25.6M | Buy |
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|
2021
Q3 | $21.5M | Buy |
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|
2021
Q2 | $21.2M | Buy |
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|
2021
Q1 | $19.8M | Buy |
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|
2020
Q4 | $12.5M | Buy |
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