Denver PWM’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 | $12.6M | Buy |
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|
2023
Q4 | $12.2M | Sell |
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|
2023
Q3 | $11.5M | Sell |
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|
2023
Q2 | $12.7M | Sell |
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|
2023
Q1 | $12.4M | Buy |
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|
2022
Q4 | $12.7M | Buy |
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|
2022
Q3 | $10.2M | Sell |
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|
2022
Q2 | $11.2M | Buy |
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|
2022
Q1 | $12M | Buy |
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|
2021
Q4 | $11.8M | Sell |
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|
2021
Q3 | $11.3M | Buy |
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|
2021
Q2 | $11.3M | Buy |
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|
2021
Q1 | $5.79M | Sell |
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|
2020
Q4 | $9.01M | Buy |
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|
2020
Q3 | $5.79M | Buy |
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|
2020
Q2 | $5.3M | Buy |
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|
2020
Q1 | $4.26M | Sell |
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|
2019
Q4 | $6.74M | Buy |
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|
2019
Q3 | $6.2M | Sell |
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|
2019
Q2 | $5.99M | Buy |
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|
2019
Q1 | $5.6M | Buy |
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|
2018
Q4 | $5.22M | Buy |
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|
2018
Q3 | $5.28M | Buy |
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|
2018
Q1 | $5.13M | Buy |
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|
2017
Q4 | $4.9M | Buy |
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|
2017
Q3 | $4.56M | Buy |
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