DFPG Investments’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 | $556K | Buy |
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|
2023
Q3 | $264K | Buy |
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|
2023
Q2 | $271K | Sell |
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|
2023
Q1 | $625K | Buy |
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|
2022
Q4 | $351K | Buy |
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|
2022
Q3 | $209K | Sell |
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|
2022
Q2 | $214K | Sell |
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|
2022
Q1 | $240K | Sell |
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|
2021
Q4 | $239K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $290K | Buy |
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|
2020
Q1 | $268K | Buy |
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|
2019
Q4 | $318K | Buy |
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|
2019
Q3 | $287K | Buy |
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|
2019
Q2 | $290K | Buy |
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|
2019
Q1 | $289K | Buy |
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|
2018
Q4 | $255K | Buy |
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