True Wealth Design’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 | $41K | Buy |
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|
2025
Q2 | $27.8K | Sell |
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|
2025
Q1 | $30.4K | Sell |
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|
2024
Q4 | $43.3K | Buy |
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|
2024
Q3 | $44.5K | Buy |
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|
2024
Q2 | $40.7K | Hold |
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|
2024
Q1 | $42.2K | Buy |
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|
2023
Q4 | $39.8K | Sell |
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|
2023
Q3 | $37.9K | Buy |
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|
2023
Q2 | $38.8K | Sell |
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|
2023
Q1 | $47.6K | Sell |
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|
2022
Q4 | $66K | Buy |
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