Wealth Alliance’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 | $829K | Sell |
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|
2025
Q2 | $893K | Buy |
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|
2025
Q1 | $840K | Sell |
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|
2024
Q4 | $833K | Sell |
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|
2024
Q3 | $867K | Buy |
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|
2024
Q2 | $788K | Buy |
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|
2024
Q1 | $811K | Buy |
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|
2023
Q4 | $762K | Sell |
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|
2023
Q3 | $712K | Buy |
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|
2023
Q2 | $442K | Buy |
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|
2023
Q1 | $407K | Buy |
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|
2022
Q4 | $393K | Buy |
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|
2022
Q3 | $276K | Buy |
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|
2022
Q2 | $295K | Buy |
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