Strategic 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
Q3 | $261K | Sell |
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|
2025
Q2 | $284K | Sell |
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|
2025
Q1 | $426K | Buy |
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|
2024
Q4 | $398K | Sell |
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|
2024
Q3 | $578K | Sell |
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|
2024
Q2 | $683K | Sell |
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|
2024
Q1 | $784K | Buy |
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|
2023
Q4 | $740K | Sell |
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|
2023
Q3 | $1.13M | Buy |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $281K | Sell |
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|
2022
Q3 | $260K | Sell |
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|
2022
Q2 | $304K | Buy |
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|
2022
Q1 | $335K | Buy |
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|
2021
Q4 | $247K | Sell |
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|
2021
Q3 | $227K | Buy |
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|
2021
Q2 | $231K | Buy |
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|
2021
Q1 | $211K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $395K | Sell |
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|
2019
Q4 | $835K | Buy |
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|
2019
Q3 | $441K | Buy |
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|
2019
Q2 | $399K | Sell |
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|
2019
Q1 | $400K | Sell |
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|
2018
Q4 | $413K | Sell |
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|
2018
Q3 | $486K | Buy |
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|
2018
Q2 | $450K | Sell |
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|
2018
Q1 | $607K | Buy |
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|
2017
Q4 | $626K | Buy |
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|
2017
Q3 | $548K | Sell |
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|
2017
Q2 | $549K | Sell |
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|
2017
Q1 | $662K | Sell |
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|
2016
Q4 | $1.2M | Sell |
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|
2016
Q3 | $2.73M | Buy |
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|
2016
Q2 | $2.48M | Sell |
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|
2016
Q1 | $3.33M | Buy |
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|
2015
Q4 | $3.17M | Sell |
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|
2015
Q3 | $3.05M | Sell |
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|
2015
Q2 | $6.05M | Buy |
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|
2015
Q1 | $4.66M | Sell |
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|
2014
Q4 | $5.9M | Buy |
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|
2014
Q3 | $4.58M | Sell |
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|
2014
Q2 | $4.66M | Buy |
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|
2014
Q1 | $4M | Buy |
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|
2013
Q4 | $3.29M | Buy |
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|
2013
Q3 | $2.32M | Buy |
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|
2013
Q2 | $1.75M | Buy |
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