TLFA
True Link Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.8M | Sell |
1,164,012
-590,510
| -34% | -$15.6M | 2.13% | 11 |
|
|
2025
Q1 | $49.1M | Buy |
1,754,522
+185,997
| +12% | +$5.2M | 3.66% | 8 |
|
|
2024
Q4 | $42.9M | Buy |
1,568,525
+1,057,006
| +207% | +$28.9M | 3.6% | 8 |
|
|
2024
Q3 | $43.2M | Buy |
511,519
+30,257
| +6% | +$2.56M | 3.67% | 8 |
|
|
2024
Q2 | $37.4M | Buy |
481,262
+14,907
| +3% | +$1.16M | 3.47% | 9 |
|
|
2024
Q1 | $37.6M | Buy |
466,355
+43,688
| +10% | +$3.52M | 3.61% | 8 |
|
|
2023
Q4 | $32.2M | Buy |
422,667
+75,755
| +22% | +$5.77M | 3.48% | 10 |
|
|
2023
Q3 | $24.5M | Buy |
346,912
+19,867
| +6% | +$1.41M | 2.94% | 13 |
|
|
2023
Q2 | $23.8M | Buy |
+327,045
| New | +$23.8M | 2.87% | 13 |
|