Waverly 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 | $41.9M | Sell |
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|
2025
Q1 | $44.6M | Buy |
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|
2024
Q4 | $40.4M | Buy |
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|
2024
Q3 | $39.3M | Buy |
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|
2024
Q2 | $34.5M | Buy |
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|
2024
Q1 | $31.5M | Buy |
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|
2023
Q4 | $7.6M | Buy |
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|
2023
Q3 | $6.53M | Sell |
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|
2023
Q2 | $6.73M | Sell |
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|
2023
Q1 | $7.9M | Buy |
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|
2022
Q4 | $7.48M | Buy |
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|
2022
Q3 | $461K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $205K | Hold |
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|
2021
Q4 | $202K | Hold |
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|
2021
Q3 | $205K | Buy |
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