Stratos 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
Q3 | $6.74M | Buy |
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|
2025
Q2 | $6.24M | Buy |
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|
2025
Q1 | $5.68M | Buy |
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|
2024
Q4 | $4.43M | Buy |
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|
2024
Q3 | $4.57M | Buy |
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|
2024
Q2 | $3.96M | Buy |
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|
2024
Q1 | $4.09M | Sell |
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|
2023
Q4 | $11.6M | Buy |
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|
2023
Q3 | $9.19M | Buy |
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|
2023
Q2 | $4.7M | Buy |
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|
2023
Q1 | $4.41M | Buy |
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|
2022
Q4 | $1.6M | Sell |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.61M | Sell |
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|
2022
Q1 | $2.59M | Sell |
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|
2021
Q4 | $2.81M | Buy |
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|
2021
Q3 | $2.39M | Buy |
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|
2021
Q2 | $609K | Buy |
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|
2021
Q1 | $258K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $85K | Sell |
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|
2019
Q4 | $312K | Buy |
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