FormulaFolio 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $998K | Sell |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $8.72M | Buy |
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2020
Q3 | $7.4M | Buy |
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|
2020
Q2 | $5.33M | Buy |
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|
2020
Q1 | $3.86M | Sell |
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|
2019
Q4 | $9.62M | Buy |
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|
2019
Q3 | $685K | Sell |
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|
2019
Q2 | $673K | Buy |
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|
2019
Q1 | $536K | Buy |
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|
2018
Q4 | $347K | Hold |
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|
2018
Q3 | $347K | Buy |
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