DB Wealth Management Group’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 | $151K | Hold |
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|
2023
Q3 | $140K | Hold |
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|
2023
Q2 | $144K | Hold |
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|
2023
Q1 | $145K | Hold |
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|
2022
Q4 | $150K | Hold |
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|
2022
Q3 | $132K | Hold |
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|
2022
Q2 | $142K | Hold |
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|
2022
Q1 | $156K | Hold |
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|
2021
Q4 | $160K | Hold |
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|
2021
Q3 | $147K | Hold |
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|
2021
Q2 | $150K | Hold |
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|
2021
Q1 | $144K | Hold |
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|
2020
Q4 | $127K | Buy |
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