Concentric Wealth Management’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
Q3 | $451K | Buy |
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|
2024
Q2 | $238K | Hold |
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|
2024
Q1 | $247K | Buy |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q3 | $215K | Buy |
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|
2023
Q2 | $219K | Buy |
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|
2023
Q1 | $219K | Buy |
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|
2022
Q4 | $226K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $212K | Buy |
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|
2022
Q1 | $232K | Buy |
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|
2021
Q4 | $237K | Buy |
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|
2021
Q3 | $216K | Buy |
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|
2021
Q2 | $219K | Buy |
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|
2021
Q1 | $211K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $232K | Buy |
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