USAdvisors Wealth Management’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
Q2 | $6.38M | Sell |
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|
2025
Q1 | $6.89M | Sell |
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|
2024
Q4 | $7.03M | Sell |
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|
2024
Q3 | $7.34M | Buy |
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|
2024
Q2 | $6.7M | Sell |
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|
2024
Q1 | $6.95M | Sell |
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|
2023
Q4 | $7.9M | Buy |
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|
2023
Q3 | $6.91M | Buy |
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|
2023
Q2 | $6.95M | Buy |
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|
2023
Q1 | $6.03M | Buy |
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|
2022
Q4 | $6.05M | Buy |
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|
2022
Q3 | $5.14M | Buy |
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|
2022
Q2 | $5.24M | Buy |
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|
2022
Q1 | $5M | Buy |
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|
2021
Q4 | $4.61M | Buy |
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|
2021
Q3 | $1.85M | Buy |
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|
2021
Q2 | $695K | Sell |
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|
2021
Q1 | $1.24M | Sell |
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|
2020
Q4 | $11.7M | Sell |
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|
2020
Q3 | $11.1K | Buy |
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|
2020
Q2 | $10.3M | Sell |
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|
2020
Q1 | $10.1M | Sell |
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|
2019
Q4 | $13.9M | Buy |
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|
2019
Q3 | $13.2M | Buy |
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|
2019
Q2 | $12.6K | Buy |
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|
2019
Q1 | $12.2M | Buy |
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|
2018
Q4 | $10.7M | Sell |
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|
2018
Q3 | $12.8M | Buy |
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|
2018
Q2 | $11.3M | Buy |
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|
2018
Q1 | $11.1M | Buy |
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|
2017
Q4 | $10.7M | Buy |
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