True Link 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
Q4 | $1.49M | Sell |
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|
2025
Q3 | $32.1M | Buy |
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|
2025
Q2 | $30.8M | Sell |
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|
2025
Q1 | $49.1M | Buy |
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|
2024
Q4 | $42.9M | Buy |
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|
2024
Q3 | $43.2M | Buy |
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|
2024
Q2 | $37.4M | Buy |
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|
2024
Q1 | $37.6M | Buy |
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|
2023
Q4 | $32.2M | Buy |
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|
2023
Q3 | $24.5M | Buy |
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|
2023
Q2 | $23.8M | Buy |
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