FinTrust Capital Advisors’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
Q3 | $525K | Buy |
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|
2024
Q2 | $480K | Buy |
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|
2024
Q1 | $488K | Buy |
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|
2023
Q4 | $460K | Sell |
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|
2023
Q3 | $437K | Buy |
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|
2023
Q2 | $258K | Hold |
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|
2023
Q1 | $258K | Hold |
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|
2022
Q4 | $258K | Buy |
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|
2022
Q3 | $211K | Buy |
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|
2022
Q2 | $156K | Sell |
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|
2022
Q1 | $204K | Buy |
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|
2021
Q4 | $182K | Hold |
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|
2021
Q3 | $167K | Hold |
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|
2021
Q2 | $171K | Hold |
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|
2021
Q1 | $165K | Buy |
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|
2020
Q4 | $116K | Buy |
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|
2020
Q3 | $77 | Buy |
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|
2020
Q2 | $43K | Buy |
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|
2020
Q1 | $15K | Buy |
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|
2019
Q4 | $19K | Sell |
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|
2019
Q3 | $25K | Buy |
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|
2019
Q2 | $24K | Hold |
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|
2019
Q1 | $24K | Sell |
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|
2018
Q4 | $120K | Buy |
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