Cedar Brook Financial Partners’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 | – | Sell |
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|
2024
Q1 | $13.3M | Buy |
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|
2023
Q4 | $12.2M | Sell |
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|
2023
Q3 | $11.7M | Sell |
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|
2023
Q2 | $15.7M | Buy |
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|
2023
Q1 | $14.7M | Buy |
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|
2022
Q4 | $10.4M | Buy |
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|
2022
Q3 | $8.41M | Buy |
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|
2022
Q2 | $8.59M | Sell |
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|
2022
Q1 | $10.2M | Buy |
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|
2021
Q4 | $9.76M | Buy |
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|
2021
Q3 | $7.67M | Buy |
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|
2021
Q2 | $7.57M | Buy |
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|
2021
Q1 | $5.43M | Buy |
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|
2020
Q4 | $3.69M | Buy |
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|
2020
Q3 | $2.63M | Buy |
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|
2020
Q2 | $2.2M | Sell |
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|
2020
Q1 | $2M | Buy |
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|
2019
Q4 | $2.23M | Buy |
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|
2019
Q3 | $1.45M | Buy |
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|
2019
Q2 | $880K | Buy |
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|
2019
Q1 | $590K | Buy |
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|
2018
Q4 | $218K | Buy |
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