Ulland Investment 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 | $209K | Buy |
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|
2025
Q2 | $201K | Buy |
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|
2025
Q1 | $211K | Buy |
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|
2024
Q4 | $1K | Hold |
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|
2024
Q3 | $1K | Sell |
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|
2024
Q2 | $93K | Sell |
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|
2024
Q1 | $96K | Sell |
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|
2023
Q4 | $121K | Sell |
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|
2023
Q3 | $278K | Sell |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $331K | Buy |
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|
2022
Q4 | $258K | Sell |
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|
2022
Q3 | $232K | Hold |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $459K | Sell |
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|
2021
Q4 | $944K | Buy |
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