TrueWealth 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
Q3 | $5.23M | Sell |
|
|||||
|
2025
Q2 | $5.17M | Sell |
|
|||||
|
2025
Q1 | $5.87M | Sell |
|
|||||
|
2024
Q4 | $6.12M | Sell |
|
|||||
|
2024
Q3 | $7.49M | Sell |
|
|||||
|
2024
Q2 | $7.23M | Sell |
|
|||||
|
2024
Q1 | $8.1M | Sell |
|
|||||
|
2023
Q4 | $9.67M | Buy |
|
|||||
|
2023
Q3 | $8.86M | Buy |
|
|||||
|
2023
Q2 | $8.8M | Sell |
|
|||||
|
2023
Q1 | $9.07M | Buy |
|
|||||
|
2022
Q4 | $7.48M | Buy |
|
|||||
|
2022
Q3 | $5.68M | Buy |
|
|||||
|
2022
Q2 | $4.2M | Sell |
|
|||||
|
2022
Q1 | $7.91M | Hold |
|
|||||
|
2021
Q4 | $7.91M | Buy |
|
|||||
|
2021
Q3 | $7.15M | Buy |
|
|||||
|
2021
Q2 | $5.7M | Buy |
|
|||||
|
2021
Q1 | $4.85M | Buy |
|
|||||
|
2020
Q4 | $2.58M | Buy |
|