TruWealth 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 | $7.22M | Sell |
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|
2025
Q2 | $8.51M | Sell |
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|
2025
Q1 | $9.28M | Buy |
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|
2024
Q4 | $8.63M | Sell |
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|
2024
Q3 | $8.99M | Sell |
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|
2024
Q2 | $8.37M | Sell |
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|
2024
Q1 | $31.3M | Buy |
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|
2023
Q4 | $29M | Buy |
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|
2023
Q3 | $24.9M | Buy |
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|
2023
Q2 | $25.2M | Buy |
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|
2023
Q1 | $23.9M | Buy |
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|
2022
Q4 | $6.01M | Buy |
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|
2022
Q3 | $3.94M | Buy |
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|
2022
Q2 | $2.97M | Buy |
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|
2022
Q1 | $362K | Buy |
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