Synergy Financial Group’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 | $208K | Hold |
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2025
Q2 | $202K | Hold |
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|
2025
Q1 | $213K | Hold |
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|
2024
Q4 | $209K | Sell |
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|
2024
Q3 | $223K | Sell |
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|
2024
Q2 | $207K | Sell |
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|
2024
Q1 | $218K | Sell |
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|
2023
Q4 | $222K | Sell |
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|
2023
Q3 | $207K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $201K | Hold |
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|
2022
Q1 | $221K | Sell |
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|
2021
Q4 | $231K | Buy |
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