AJ Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $5.76M | Sell |
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|
2023
Q1 | $5.81M | Sell |
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|
2022
Q4 | $8.87M | Buy |
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|
2022
Q3 | $7.8M | Buy |
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|
2022
Q2 | $8.02M | Sell |
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|
2022
Q1 | $8.97M | Sell |
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|
2021
Q4 | $10.1M | Buy |
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|
2021
Q3 | $8.8M | Buy |
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|
2021
Q2 | $8.83M | Buy |
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|
2021
Q1 | $8.4M | Buy |
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|
2020
Q4 | $6.83M | Buy |
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|
2020
Q3 | $4.99M | Buy |
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|
2020
Q2 | $3.98M | Sell |
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|
2020
Q1 | $3.46M | Sell |
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|
2019
Q4 | $5.53M | Buy |
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|
2019
Q3 | $5.15M | Buy |
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|
2019
Q2 | $4.98M | Buy |
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|
2019
Q1 | $4.69M | Sell |
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|
2018
Q4 | $4.53M | Sell |
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|
2018
Q3 | $5.15M | Sell |
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|
2018
Q2 | $4.84M | Buy |
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|
2018
Q1 | $4.61M | Buy |
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|
2017
Q4 | $3.35M | Buy |
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|
2017
Q3 | $2.52M | Buy |
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|
2017
Q2 | $1.44M | Sell |
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|
2017
Q1 | $4.18M | Hold |
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|
2016
Q4 | $4.08M | Buy |
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