Vanguard Capital Wealth 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 | $998K | Buy |
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|
2025
Q2 | $947K | Buy |
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|
2025
Q1 | $831K | Buy |
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|
2024
Q4 | $770K | Buy |
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|
2024
Q3 | $725K | Buy |
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|
2024
Q2 | $362K | Buy |
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|
2024
Q1 | $205K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $207K | Buy |
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|
2022
Q1 | $217K | Sell |
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|
2021
Q4 | $375K | Buy |
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|
2021
Q3 | $283 | Buy |
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|
2021
Q2 | $240K | Buy |
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|
2020
Q2 | $297K | Buy |
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|
2019
Q4 | $821K | Buy |
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|
2019
Q3 | $729K | Buy |
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|
2019
Q2 | $674K | Sell |
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|
2019
Q1 | $727K | Buy |
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|
2018
Q4 | $509K | Sell |
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|
2018
Q3 | $983K | Buy |
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|
2018
Q2 | $810K | Buy |
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|
2018
Q1 | $690K | Sell |
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|
2017
Q4 | $956K | Buy |
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