Blue Chip 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
2020
Q3
$625K Sell
2020
Q2
$658K Sell
2020
Q1
$625K Sell
2019
Q4
$852K Buy
2019
Q3
$442K Buy
2019
Q2
$401K Hold
2019
Q1
$395K Buy
2018
Q4
$353K Sell
2018
Q3
$432K Buy
2018
Q2
$400K Hold
2018
Q1
$398K Buy