Wealthcare Advisory Partners’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 | $42.7M | Buy |
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|
2025
Q2 | $39.2M | Buy |
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|
2025
Q1 | $41M | Buy |
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|
2024
Q4 | $38.5M | Buy |
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|
2024
Q3 | $38M | Buy |
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|
2024
Q2 | $33.4M | Sell |
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|
2024
Q1 | $35.8M | Buy |
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|
2023
Q4 | $32.8M | Buy |
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|
2023
Q3 | $27.2M | Buy |
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|
2023
Q2 | $24.4M | Buy |
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|
2023
Q1 | $21.2M | Buy |
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|
2022
Q4 | $17.1M | Buy |
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|
2022
Q3 | $13.7M | Buy |
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|
2022
Q2 | $7.34M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $37K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $31K | Buy |
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|
2019
Q4 | $6K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $0 | Buy |
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|
2017
Q4 | $4K | Hold |
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|
2017
Q3 | $4K | Buy |
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