Transamerica Financial 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 | $547 | Hold |
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|
2025
Q1 | $1K | Hold |
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|
2024
Q4 | $1K | Sell |
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|
2024
Q3 | $1K | Sell |
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|
2024
Q2 | $21K | Hold |
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|
2024
Q1 | $22K | Sell |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $114K | Sell |
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|
2023
Q2 | $983K | Sell |
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|
2023
Q1 | $2.76M | Sell |
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|
2022
Q4 | $2.86M | Buy |
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|
2022
Q3 | $2.01M | Sell |
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|
2022
Q2 | $2.36M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $10K | Buy |
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