Strategic Wealth 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 | $6.67M | Buy |
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|
2025
Q2 | $6.47M | Buy |
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|
2024
Q4 | $7.04M | Sell |
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|
2024
Q3 | $7.19M | Hold |
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|
2024
Q2 | $6.61M | Sell |
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|
2024
Q1 | $6.88M | Buy |
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|
2023
Q4 | $3.03M | Buy |
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|
2023
Q3 | $2.7M | Buy |
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|
2023
Q2 | $2.74M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $214K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $19 | Hold |
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|
2019
Q2 | $18K | Hold |
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|
2019
Q1 | $19K | Hold |
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|
2018
Q4 | $17K | Buy |
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|
2018
Q3 | $17K | Hold |
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|
2018
Q2 | $16K | Hold |
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|
2018
Q1 | $16K | Hold |
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|
2017
Q4 | $17K | Buy |
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