Epstein & White Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $451K | Buy |
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|
2021
Q1 | $347K | Buy |
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|
2020
Q4 | $305K | Sell |
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|
2020
Q3 | $319K | Sell |
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|
2020
Q2 | $368K | Sell |
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|
2020
Q1 | $329K | Buy |
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|
2019
Q4 | $421K | Buy |
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|
2019
Q3 | $395K | Buy |
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|
2019
Q2 | $378K | Hold |
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|
2019
Q1 | $372K | Sell |
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|
2018
Q4 | $359K | Buy |
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|
2018
Q3 | $402K | Sell |
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|
2018
Q2 | $373K | Sell |
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|
2018
Q1 | $431K | Buy |
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|
2017
Q4 | $452K | Buy |
|