Burleson & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $7.5M | Buy |
|
|||||
|
2022
Q3 | $6.59M | Buy |
|
|||||
|
2022
Q2 | $7.03M | Sell |
|
|||||
|
2022
Q1 | $12.8M | Buy |
|
|||||
|
2021
Q4 | $12.8M | Buy |
|
|||||
|
2021
Q3 | $11.4M | Buy |
|
|||||
|
2021
Q2 | $9.1M | Buy |
|
|||||
|
2021
Q1 | $8.41M | Sell |
|
|||||
|
2020
Q4 | $7.76M | Sell |
|
|||||
|
2020
Q3 | $7.21M | Buy |
|
|||||
|
2020
Q2 | $6.62M | Sell |
|
|||||
|
2020
Q1 | $6M | Buy |
|
|||||
|
2019
Q4 | $5.72M | Buy |
|
|||||
|
2019
Q3 | $3.42M | Buy |
|
|||||
|
2019
Q2 | $3.1M | Sell |
|
|||||
|
2019
Q1 | $3.24M | Sell |
|
|||||
|
2018
Q4 | $3.48M | Buy |
|
|||||
|
2018
Q3 | $3.14M | Buy |
|
|||||
|
2018
Q2 | $2.89M | Buy |
|
|||||
|
2018
Q1 | $2.71M | Buy |
|
|||||
|
2017
Q4 | $2.68M | Buy |
|