Worth Financial Advisory Group’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 | $3.33M | Buy |
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|
2025
Q1 | $3.47M | Sell |
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|
2024
Q4 | $3.45M | Sell |
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|
2024
Q3 | $3.57M | Buy |
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|
2024
Q2 | $3.26M | Buy |
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|
2024
Q1 | $3.26M | Buy |
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|
2023
Q4 | $2.98M | Sell |
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|
2023
Q3 | $2.78M | Buy |
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|
2023
Q2 | $2.68M | Sell |
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|
2023
Q1 | $2.73M | Buy |
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|
2022
Q4 | $2.49M | Buy |
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