Executive Wealth Management’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
Q4 | $347K | Sell |
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|
2024
Q3 | $397K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $236K | Sell |
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|
2023
Q4 | $294K | Buy |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $430K | Buy |
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|
2023
Q1 | $416K | Buy |
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|
2022
Q4 | $391K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $172K | Sell |
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|
2019
Q1 | $185K | Sell |
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|
2018
Q4 | $195K | Buy |
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