Bridge Advisory’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
Q3 | $1.44M | Sell |
|
|||||
|
2024
Q2 | $1.39M | Sell |
|
|||||
|
2024
Q1 | $1.44M | Buy |
|
|||||
|
2023
Q4 | $881K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $236K | Buy |
|
|||||
|
2023
Q1 | $237K | Sell |
|
|||||
|
2022
Q4 | $397K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $262K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $262K | Buy |
|
|||||
|
2020
Q4 | $230K | Buy |
|