U.S. Capital 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
Q3 | $7.26M | Buy |
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|
2025
Q2 | $6.75M | Buy |
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|
2025
Q1 | $6.94M | Buy |
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|
2024
Q4 | $4.91M | Sell |
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|
2024
Q3 | $5.09M | Sell |
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|
2024
Q2 | $4.96M | Buy |
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|
2024
Q1 | $5.05M | Sell |
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|
2023
Q4 | $6.93M | Buy |
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|
2023
Q3 | $4.45M | Buy |
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|
2023
Q2 | $3.51M | Buy |
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|
2023
Q1 | $3.26M | Sell |
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|
2022
Q4 | $4.78M | Sell |
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|
2022
Q3 | $4.22M | Sell |
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|
2022
Q2 | $5.2M | Buy |
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|
2022
Q1 | $5.58M | Buy |
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|
2021
Q4 | $3.33M | Buy |
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|
2021
Q3 | $3.04M | Buy |
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