Strategies Wealth 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 | $739K | Buy |
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|
2025
Q1 | $780K | Buy |
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|
2024
Q4 | $772K | Sell |
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|
2024
Q3 | $794K | Sell |
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|
2024
Q2 | $735K | Hold |
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|
2024
Q1 | $763K | Buy |
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|
2023
Q4 | $720K | Sell |
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|
2023
Q3 | $672K | Buy |
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|
2023
Q2 | $688K | Sell |
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|
2023
Q1 | $709K | Buy |
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|
2022
Q4 | $706K | Buy |
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|
2022
Q2 | $959K | Buy |
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|
2022
Q1 | $1.05M | Sell |
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|
2021
Q4 | $1.08M | Buy |
|