Thrive Wealth Management’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 | $1.43M | Sell |
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|
2025
Q2 | $1.45M | Buy |
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|
2025
Q1 | $1.36M | Buy |
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|
2024
Q4 | $1.31M | Buy |
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|
2024
Q3 | $1.33M | Buy |
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|
2024
Q2 | $1.2M | Buy |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $936K | Sell |
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|
2023
Q3 | $873K | Sell |
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|
2023
Q2 | $903K | Buy |
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|
2023
Q1 | $223K | Buy |
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|
2022
Q4 | $225K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $214K | Sell |
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|
2022
Q1 | $235K | Sell |
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|
2021
Q4 | $294K | Buy |
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