Adams Chetwood Wealth Management’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
2022
Q1
$9.66M Sell
2021
Q4
$10M Sell
2021
Q3
$9.91M Sell
2021
Q2
$11.2M Sell
2021
Q1
$11.9M Sell
2020
Q4
$10.7M Buy
2020
Q3
$8.66M Buy
2020
Q2
$7.84M Buy
2020
Q1
$6.53M Sell
2019
Q4
$7.51M Buy