Warner Financial’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 | $3.11M | Sell |
|
|||||
|
2025
Q2 | $3.07M | Sell |
|
|||||
|
2025
Q1 | $3.54M | Buy |
|
|||||
|
2024
Q4 | $3.32M | Buy |
|
|||||
|
2024
Q3 | $2.22M | Buy |
|
|||||
|
2024
Q2 | $2M | Hold |
|
|||||
|
2024
Q1 | $2.07M | Buy |
|
|||||
|
2023
Q4 | $1.82M | Buy |
|
|||||
|
2023
Q3 | $1.67M | Buy |
|
|||||
|
2023
Q2 | $1.65M | Buy |
|
|||||
|
2023
Q1 | $1.61M | Buy |
|
|||||
|
2022
Q4 | $1.43M | Buy |
|
|||||
|
2022
Q3 | $958K | Buy |
|
|||||
|
2022
Q2 | $270K | Buy |
|
|||||
|
2022
Q1 | $258K | Buy |
|
|||||
|
2021
Q4 | $262K | Buy |
|