Clear Perspective Advisors’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 | $23.9M | Buy |
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|
2021
Q3 | $21.6M | Buy |
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|
2021
Q2 | $21.3M | Buy |
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|
2021
Q1 | $19.4M | Buy |
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|
2020
Q4 | $16.8M | Buy |
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|
2020
Q3 | $209 | Sell |
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|
2020
Q2 | $13.3M | Buy |
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|
2020
Q1 | $11.2M | Buy |
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|
2019
Q4 | $3.7M | Buy |
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|
2019
Q3 | $2.48M | Buy |
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|
2019
Q2 | $1.68M | Buy |
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|
2019
Q1 | $1.39M | Buy |
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|
2018
Q4 | $1.1M | Buy |
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|
2018
Q3 | $1.05M | Buy |
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|
2018
Q2 | $870K | Buy |
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|
2018
Q1 | $828K | Buy |
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|
2017
Q4 | $725K | Buy |
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|
2017
Q3 | $390K | Buy |
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|
2017
Q2 | $215K | Buy |
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|
2017
Q1 | $62K | Buy |
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