Talisman 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 | $5.39M | Sell |
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|
2025
Q1 | $5.72M | Buy |
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|
2024
Q4 | $4.95M | Buy |
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|
2024
Q3 | $4.2M | Buy |
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|
2024
Q2 | $3.77M | Buy |
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|
2024
Q1 | $3.58M | Buy |
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|
2023
Q4 | $2.65M | Buy |
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|
2023
Q3 | $2.08M | Buy |
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|
2023
Q2 | $1.69M | Buy |
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|
2023
Q1 | $1.57M | Buy |
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|
2022
Q4 | $1.44M | Buy |
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