Bank of Marin’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
Q1 | – | Sell |
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|
2022
Q4 | $218K | Sell |
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|
2022
Q3 | $203K | Sell |
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2022
Q2 | $322K | Sell |
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|
2022
Q1 | $387K | Sell |
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|
2021
Q4 | $596K | Sell |
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|
2021
Q3 | $816K | Sell |
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|
2021
Q2 | $946K | Sell |
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|
2021
Q1 | $984K | Sell |
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|
2020
Q4 | $1.16M | Buy |
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|
2020
Q3 | $746K | Buy |
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|
2020
Q2 | $626K | Buy |
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|
2020
Q1 | $252K | Buy |
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