Brio Consultants’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
Q4 | – | Sell |
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|
2023
Q3 | $216K | Sell |
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|
2023
Q2 | $470K | Sell |
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|
2023
Q1 | $33.1M | Buy |
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|
2022
Q4 | $31.6M | Buy |
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|
2022
Q3 | $28.5M | Sell |
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|
2022
Q2 | $31.3M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $300K | Sell |
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|
2019
Q4 | $392K | Buy |
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|
2019
Q3 | $367K | Buy |
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|
2019
Q2 | $330K | Sell |
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|
2019
Q1 | $330K | Buy |
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|
2018
Q4 | $295K | Buy |
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