BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.98M | Buy |
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|
2023
Q1 | $1.99M | Buy |
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|
2022
Q4 | $2.04M | Sell |
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|
2022
Q3 | $1.97M | Sell |
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|
2022
Q2 | $2.39M | Sell |
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|
2022
Q1 | $2.7M | Sell |
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|
2021
Q4 | $2.83M | Sell |
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|
2021
Q3 | $2.66M | Buy |
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|
2021
Q2 | $2.64M | Sell |
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|
2021
Q1 | $2.96M | Sell |
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|
2020
Q4 | $2.63M | Sell |
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|
2020
Q3 | $2.48M | Sell |
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|
2020
Q2 | $3.06M | Sell |
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|
2020
Q1 | $3.27M | Buy |
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|
2019
Q4 | $3.31M | Buy |
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|
2019
Q3 | $16K | Buy |
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|
2019
Q2 | $15K | Hold |
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|
2019
Q1 | $15K | Buy |
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|
2018
Q4 | $13K | Buy |
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|
2018
Q3 | $15K | Buy |
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|
2018
Q2 | $14K | Buy |
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