Stratos 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
Q2 | $25.9M | Sell |
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|
2025
Q1 | $28.4M | Sell |
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|
2024
Q4 | $28.8M | Buy |
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|
2024
Q3 | $28.9M | Buy |
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|
2024
Q2 | $16.7M | Buy |
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|
2024
Q1 | $15.3M | Buy |
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|
2023
Q4 | $10.5M | Buy |
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|
2023
Q3 | $8.58M | Buy |
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|
2023
Q2 | $6.6M | Sell |
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|
2023
Q1 | $8.46M | Buy |
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|
2022
Q4 | $7.78M | Buy |
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|
2022
Q3 | $6.42M | Sell |
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|
2022
Q2 | $8.13M | Buy |
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|
2022
Q1 | $6.12M | Buy |
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|
2021
Q4 | $4.14M | Buy |
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|
2021
Q3 | $3.69M | Buy |
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|
2021
Q2 | $3.41M | Buy |
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|
2021
Q1 | $2.16M | Buy |
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|
2020
Q4 | $1.87M | Buy |
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|
2020
Q3 | $1.57M | Buy |
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|
2020
Q2 | $1.4M | Buy |
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|
2020
Q1 | $1.16M | Sell |
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|
2019
Q4 | $1.5M | Buy |
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|
2019
Q3 | $1.35M | Buy |
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|
2019
Q2 | $1.21M | Sell |
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|
2019
Q1 | $1.22M | Sell |
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|
2018
Q4 | $1.1M | Sell |
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|
2018
Q3 | $1.34M | Sell |
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|
2018
Q2 | $1.95M | Sell |
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|
2018
Q1 | $6.58M | Buy |
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|
2017
Q4 | $1.73M | Sell |
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|
2017
Q3 | $4.84M | Sell |
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|
2017
Q2 | $6.2M | Buy |
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|
2017
Q1 | $220K | Sell |
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|
2016
Q4 | $667K | Buy |
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|
2016
Q3 | $386K | Buy |
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