Bison Wealth’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
Q4 | $12.1M | Buy |
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|
2024
Q3 | $11.2M | Buy |
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|
2024
Q2 | $6.24M | Hold |
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|
2024
Q1 | $6.24M | Buy |
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|
2023
Q4 | $5.72M | Buy |
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|
2023
Q3 | $5.04M | Sell |
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|
2023
Q2 | $7.48M | Buy |
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|
2023
Q1 | $6.79M | Buy |
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|
2022
Q4 | $5.28M | Buy |
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|
2022
Q3 | $1.69M | Sell |
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|
2022
Q2 | $1.9M | Buy |
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|
2022
Q1 | $1.34M | Buy |
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|
2021
Q4 | $1.14M | Buy |
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|
2021
Q3 | $748K | Sell |
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|
2021
Q2 | $823K | Sell |
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|
2021
Q1 | $881K | Buy |
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|
2020
Q4 | $770K | Buy |
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|
2020
Q3 | $585K | Buy |
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|
2020
Q2 | $545K | Buy |
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|
2020
Q1 | $473K | Sell |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $911K | Buy |
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|
2019
Q2 | $881K | Sell |
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|
2019
Q1 | $991K | Sell |
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|
2018
Q4 | $904K | Sell |
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|
2018
Q3 | $1.03M | Buy |
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|
2018
Q2 | $560K | Buy |
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|
2018
Q1 | $294K | Sell |
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|
2017
Q4 | $310K | Buy |
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