United Advisor Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

United Advisor Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.91M	Buy
2025 Q2	$1.73M	Buy
2025 Q1	$1.61M	Sell
2024 Q4	$1.58M	Buy
2024 Q3	$1.45M	Buy
2024 Q2	$1.01M	Buy