Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.53M | Sell |
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|
2024
Q2 | $3.91M | Sell |
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|
2024
Q1 | $6.55M | Sell |
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|
2023
Q4 | $7.03M | Sell |
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|
2023
Q3 | $7.98M | Sell |
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|
2023
Q2 | $8.56M | Sell |
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|
2023
Q1 | $8.65M | Buy |
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|
2022
Q4 | $8.87M | Buy |
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|
2022
Q3 | $7.51M | Buy |
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|
2022
Q2 | $7.73M | Buy |
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|
2022
Q1 | $8.24M | Buy |
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|
2021
Q4 | $7.47M | Buy |
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