Disciplined 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $419K | Hold |
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|
2023
Q4 | $396K | Hold |
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|
2023
Q3 | $368K | Buy |
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|
2023
Q2 | $371K | Buy |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $361K | Buy |
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|
2022
Q3 | $249K | Buy |
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|
2022
Q2 | $266K | Buy |
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|
2022
Q1 | $291K | Buy |
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|
2021
Q4 | $296K | Buy |
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|
2021
Q3 | $270K | Buy |
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|
2021
Q2 | $273K | Buy |
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|
2021
Q1 | $261K | Buy |
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|
2020
Q4 | $228K | Buy |
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|
2020
Q3 | $195K | Buy |
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|
2020
Q2 | $180K | Buy |
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|
2020
Q1 | $156K | Buy |
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|
2019
Q4 | $26K | Buy |
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