Buckingham Strategic 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
Q2 | $3.16M | Buy |
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|
2024
Q1 | $3.12M | Buy |
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|
2023
Q4 | $2.92M | Sell |
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|
2023
Q3 | $4.57M | Sell |
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|
2023
Q2 | $5.07M | Buy |
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|
2023
Q1 | $1.59M | Hold |
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|
2022
Q4 | $1.59M | Sell |
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|
2022
Q3 | $2.32M | Buy |
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|
2022
Q2 | $2.43M | Buy |
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|
2022
Q1 | $2.26M | Buy |
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|
2021
Q4 | $2.18M | Buy |
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|
2021
Q3 | $1.98M | Sell |
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|
2021
Q2 | $2.06M | Buy |
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|
2021
Q1 | $593K | Sell |
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|
2020
Q4 | $561K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $210K | Sell |
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|
2020
Q1 | $265K | Buy |
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|
2019
Q4 | $224K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $221K | Buy |
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