Summit Financial 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 | $55.4M | Buy |
|
|||||
|
2025
Q2 | $53M | Buy |
|
|||||
|
2025
Q1 | $52.2M | Buy |
|
|||||
|
2024
Q4 | $51M | Buy |
|
|||||
|
2024
Q3 | $48.6M | Buy |
|
|||||
|
2024
Q2 | $43.1M | Buy |
|
|||||
|
2024
Q1 | $43.4M | Buy |
|
|||||
|
2023
Q4 | $11.7M | Buy |
|
|||||
|
2023
Q3 | $9.46M | Buy |
|
|||||
|
2023
Q2 | $7.92M | Buy |
|
|||||
|
2023
Q1 | $7.09M | Buy |
|
|||||
|
2022
Q4 | $5.92M | Buy |
|
|||||
|
2022
Q3 | $4.67M | Buy |
|
|||||
|
2022
Q2 | $4.37M | Buy |
|
|||||
|
2022
Q1 | $4.64M | Buy |
|
|||||
|
2021
Q4 | $4.67M | Buy |
|
|||||
|
2021
Q3 | $4.18M | Buy |
|
|||||
|
2021
Q2 | $4.16M | Buy |
|
|||||
|
2021
Q1 | $3.1M | Buy |
|
|||||
|
2020
Q4 | $2.47M | Buy |
|
|||||
|
2020
Q3 | $2.5M | Sell |
|
|||||
|
2020
Q2 | $2.3M | Hold |
|
|||||
|
2020
Q1 | $2.09M | Sell |
|
|||||
|
2019
Q4 | $2.64M | Buy |
|
|||||
|
2019
Q3 | $2.47M | Hold |
|
|||||
|
2019
Q2 | $2.41M | Sell |
|
|||||
|
2019
Q1 | $2.52M | Sell |
|
|||||
|
2018
Q4 | $2.67M | Sell |
|
|||||
|
2018
Q3 | $2.93M | Sell |
|
|||||
|
2018
Q2 | $3.3M | Hold |
|
|||||
|
2018
Q1 | $3.3M | Sell |
|
|||||
|
2017
Q4 | $3.58M | Sell |
|
|||||
|
2017
Q3 | $3.28M | Sell |
|
|||||
|
2017
Q2 | $3.6M | Sell |
|
|||||
|
2017
Q1 | $3.56M | Sell |
|
|||||
|
2016
Q4 | $3.56M | Sell |
|
|||||
|
2016
Q3 | $3.47M | Sell |
|
|||||
|
2016
Q2 | $3.44M | Sell |
|
|||||
|
2016
Q1 | $4.34M | Buy |
|
|||||
|
2015
Q4 | $3.94M | Buy |
|
|||||
|
2015
Q3 | – | Sell |
|
|||||
|
2015
Q2 | $37K | Hold |
|
|||||
|
2015
Q1 | $39K | Buy |
|