Boys Arnold & Co’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
Q2
Sell
-28,641
Closed -$429K 173
2020
Q1
$429K Buy
28,641
+4,038
+16% +$72.5K 0.08% 177
2019
Q4
$475K Buy
24,603
+5,505
+29% +$103K 0.07% 204
2019
Q3
$347K Hold
19,098
0.05% 225
2019
Q2
$338K Hold
19,098
0.05% 228
2019
Q1
$333K Hold
19,098
0.05% 226
2018
Q4
$297K Sell
19,098
-3,408
-15% -$56.8K 0.05% 224
2018
Q3
$399K Hold
22,506
0.06% 217
2018
Q2
$370K Hold
22,506
0.05% 225
2018
Q1
$365K Buy
+22,506
New +$384K 0.05% 231
2017
Q1
Sell
-22,608
Closed -$328K 280
2016
Q4
$328K Buy
22,608
+3,408
+18% +$48.4K 0.05% 227
2016
Q3
$271K Hold
19,200
0.05% 245
2016
Q2
$265K Buy
+19,200
New +$259K 0.05% 241
2016
Q1
Sell
-41,400
Closed -$532K 192
2015
Q4
$532K Buy
41,400
+20,700
+100% +$267K 0.06% 190
2015
Q3
$248K Hold
20,700
0.05% 204
2015
Q2
$264K Buy
+20,700
New +$274K 0.05% 199

Other funds holding SCHD