Waterford 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
Q4 | – | Sell |
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|
2025
Q3 | $273K | Sell |
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|
2025
Q2 | $265K | Buy |
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|
2025
Q1 | $279K | Hold |
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|
2024
Q4 | $273K | Hold |
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|
2024
Q3 | $281K | Hold |
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|
2024
Q2 | $259K | Hold |
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|
2024
Q1 | $268K | Hold |
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|
2023
Q4 | $253K | Hold |
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|
2023
Q3 | $236K | Hold |
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|
2023
Q2 | $242K | Hold |
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|
2023
Q1 | $244K | Hold |
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|
2022
Q4 | $251K | Buy |
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