Visionary 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
Q2 | $6.39M | Sell |
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|
2025
Q1 | $6.91M | Buy |
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|
2024
Q4 | $6.54M | Buy |
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|
2024
Q3 | $6.56M | Sell |
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|
2024
Q2 | $6.04M | Sell |
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|
2024
Q1 | $6.48M | Sell |
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|
2023
Q4 | $7.01M | Sell |
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|
2023
Q3 | $7.42M | Buy |
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|
2023
Q2 | $6.09M | Buy |
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|
2023
Q1 | $5.41M | Buy |
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|
2022
Q4 | $4.9M | Buy |
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|
2022
Q3 | $3.88M | Sell |
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|
2022
Q2 | $21.7M | Buy |
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|
2022
Q1 | $17.4M | Sell |
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|
2021
Q4 | $18.3M | Buy |
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|
2021
Q3 | $16.5M | Sell |
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|
2021
Q2 | $16.9M | Sell |
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|
2021
Q1 | $17.8M | Sell |
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|
2020
Q4 | $17.2M | Buy |
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|
2020
Q3 | $10.4M | Buy |
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|
2020
Q2 | $9.67M | Buy |
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|
2020
Q1 | $6.26M | Buy |
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|
2019
Q4 | $7.18M | Buy |
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