United Bank (Georgia)’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
2026 Q1	$6.62M	Buy	215,919 +5,827	+3%	+$177K	2.2%	12
2025 Q4	$5.76M	Buy	210,092 +7,544	+4%	+$205K	1.95%	13
2025 Q3	$5.53M	Buy	202,548 +6,835	+3%	+$186K	1.92%	14
2025 Q2	$5.19M	Buy	195,713 +9,351	+5%	+$244K	1.98%	14
2025 Q1	$5.21M	Buy	186,362 +2,333	+1%	+$65K	2.15%	14
2024 Q4	$5.03M	Buy	184,029 +939	+0.5%	+$26.7K	2.12%	14
2024 Q3	$5.16M	Sell	183,090 -2,427	-1%	-$66.1K	2.38%	12
2024 Q2	$4.81M	Buy	185,517 +5,637	+3%	+$147K	2.4%	11
2024 Q1	$4.83M	Buy	179,880 +18,015	+11%	+$465K	2.46%	11
2023 Q4	$4.11M	Buy	161,865 +2,409	+2%	+$57.4K	2.27%	11
2023 Q3	$3.76M	Buy	159,456 +9,210	+6%	+$226K	2.25%	8
2023 Q2	$3.64M	Buy	150,246 +2,559	+2%	+$61.1K	2.07%	16
2023 Q1	$3.6M	Buy	147,687 +2,439	+2%	+$61K	2.11%	12
2022 Q4	$3.66M	Buy	145,248 +738	+0.5%	+$18.2K	2.24%	12
2022 Q3	$3.2M	Buy	144,510 +3,129	+2%	+$76K	2.13%	13
2022 Q2	$3.38M	Sell	141,381 -657	-0.5%	-$16.7K	2.1%	13
2022 Q1	$3.73M	Buy	142,038 +10,071	+8%	+$264K	1.98%	14
2021 Q4	$3.56M	Sell	131,967 -11,292	-8%	-$293K	1.91%	18
2021 Q3	$3.54M	Buy	+143,259	New	+$3.64M	2.25%	13