TRUE Private 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 | $11.5M | Sell |
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|
2025
Q1 | $12.4M | Buy |
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|
2024
Q4 | $8.94M | Buy |
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|
2024
Q3 | $8.19M | Buy |
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|
2024
Q2 | $2.89M | Buy |
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|
2024
Q1 | $1.94M | Buy |
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|
2023
Q4 | $803K | Buy |
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|
2023
Q3 | $528K | Sell |
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|
2023
Q2 | $552K | Sell |
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|
2023
Q1 | $565K | Buy |
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|
2022
Q4 | $562K | Buy |
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|
2022
Q3 | $466K | Sell |
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|
2022
Q2 | $509K | Sell |
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|
2022
Q1 | $576K | Sell |
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|
2021
Q4 | $642K | Sell |
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|
2021
Q3 | $704K | Buy |
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|
2021
Q2 | $579K | Hold |
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|
2021
Q1 | $559K | Sell |
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|
2020
Q4 | $513K | Sell |
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|
2020
Q3 | $517K | Sell |
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|
2020
Q2 | $503K | Buy |
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|
2020
Q1 | $437K | Buy |
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|
2019
Q4 | $563K | Buy |
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|
2019
Q3 | $532K | Sell |
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|
2019
Q2 | $566K | Buy |
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|
2019
Q1 | $406K | Buy |
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|
2018
Q4 | $364K | Buy |
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|
2018
Q3 | $411K | Buy |
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|
2018
Q2 | $359K | Sell |
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|
2018
Q1 | $414K | Buy |
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|
2017
Q4 | $432K | Buy |
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|
2017
Q3 | $395K | Buy |
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|
2017
Q2 | $381K | Sell |
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|
2017
Q1 | $377K | Sell |
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|
2016
Q4 | $370K | Sell |
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|
2016
Q3 | $369K | Sell |
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|
2016
Q2 | $371K | Buy |
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|
2016
Q1 | $349K | Buy |
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|
2015
Q4 | $314K | Buy |
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