Strategic Financial Partners’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 | $278K | Buy |
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|
2025
Q2 | $267K | Buy |
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|
2025
Q1 | $279K | Buy |
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|
2024
Q4 | $270K | Buy |
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|
2024
Q3 | $276K | Buy |
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|
2024
Q2 | $249K | Hold |
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|
2024
Q1 | $258K | Buy |
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|
2023
Q4 | $242K | Buy |
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|
2023
Q3 | $223K | Buy |
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|
2023
Q2 | $227K | Buy |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q3 | $202K | Buy |
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|
2022
Q2 | $216K | Buy |
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|
2022
Q1 | $235K | Buy |
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|
2021
Q4 | $239K | Buy |
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|
2021
Q3 | $218K | Buy |
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|
2021
Q2 | $220K | Buy |
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|
2021
Q1 | $211K | Buy |
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