Valicenti Advisory Services’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 | $782K | Buy |
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|
2025
Q1 | $786K | Buy |
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|
2024
Q4 | $757K | Buy |
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|
2024
Q3 | $585K | Sell |
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|
2024
Q2 | $611K | Sell |
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|
2024
Q1 | $859K | Buy |
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|
2023
Q4 | $314K | Buy |
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|
2023
Q3 | $287K | Buy |
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|
2023
Q2 | $281K | Buy |
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|
2023
Q1 | $267K | Sell |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q3 | $225K | Hold |
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|
2022
Q2 | $243K | Buy |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $231K | Buy |
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