Wealth Enhancement Advisory Services’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 | $330M | Buy |
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|
2025
Q1 | $326M | Buy |
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|
2024
Q4 | $313M | Buy |
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|
2024
Q3 | $307M | Buy |
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|
2024
Q2 | $274M | Buy |
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|
2024
Q1 | $272M | Buy |
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|
2023
Q4 | $246M | Buy |
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|
2023
Q3 | $133M | Buy |
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|
2023
Q2 | $19.5M | Buy |
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|
2023
Q1 | $18.3M | Buy |
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|
2022
Q4 | $9.19M | Buy |
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|
2022
Q3 | $5.91M | Buy |
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|
2022
Q2 | $5.36M | Sell |
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|
2022
Q1 | $6.09M | Sell |
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|
2021
Q4 | $6.22M | Sell |
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|
2021
Q3 | $6.19M | Buy |
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|
2021
Q2 | $5.69M | Buy |
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|
2021
Q1 | $5.39M | Buy |
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