Walkner Condon Financial 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 | $1.08M | Buy |
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|
2025
Q2 | $950K | Sell |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.08M | Sell |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $937K | Buy |
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|
2023
Q3 | $596K | Buy |
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|
2023
Q2 | $579K | Sell |
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|
2023
Q1 | $585K | Sell |
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|
2022
Q4 | $614K | Buy |
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|
2022
Q3 | $528K | Buy |
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|
2022
Q2 | $560K | Buy |
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|
2022
Q1 | $609K | Sell |
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|
2021
Q4 | $708K | Sell |
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|
2021
Q3 | $661K | Buy |
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|
2021
Q2 | $670K | Buy |
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|
2021
Q1 | $647K | Sell |
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|
2020
Q4 | $595K | Buy |
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|
2020
Q3 | $440K | Buy |
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