Carroll Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5.97M | Sell |
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|
2021
Q3 | $7.29M | Buy |
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|
2021
Q2 | $6.99M | Buy |
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|
2021
Q1 | $6.11M | Buy |
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|
2020
Q4 | $4.13M | Buy |
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|
2020
Q3 | $2.87M | Buy |
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|
2020
Q2 | $2.36M | Buy |
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|
2020
Q1 | $1.19M | Buy |
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|
2019
Q4 | $1.36M | Sell |
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|
2019
Q3 | $1.29M | Buy |
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|
2019
Q2 | $1.24M | Buy |
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|
2019
Q1 | $1.08M | Buy |
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|
2018
Q4 | $807K | Sell |
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|
2018
Q3 | $914K | Hold |
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|
2018
Q2 | $850K | Buy |
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|
2018
Q1 | $820K | Buy |
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|
2017
Q4 | $854K | Buy |
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|
2017
Q3 | $698K | Buy |
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|
2017
Q2 | $468K | Buy |
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|
2017
Q1 | $378K | Buy |
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|
2016
Q4 | $127K | Hold |
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|
2016
Q3 | $124K | Buy |
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