Calton & Associates’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 | $1.45M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $666K | Sell |
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|
2022
Q3 | $597K | Buy |
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|
2022
Q2 | $580K | Buy |
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|
2022
Q1 | $630K | Buy |
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|
2021
Q4 | $640K | Buy |
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|
2021
Q3 | $457K | Buy |
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|
2021
Q2 | $459K | Sell |
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|
2021
Q1 | $453K | Buy |
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|
2020
Q4 | $265K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.19M | Buy |
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|
2018
Q3 | $1.21M | Sell |
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|
2018
Q2 | $1.22M | Buy |
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|
2018
Q1 | $1.11M | Buy |
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|
2017
Q4 | $1.11M | Buy |
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