Gofen & Glossberg’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
2022
Q4
$247K Sell
2022
Q3
$247K Buy
2022
Q2
$265K Hold
2022
Q1
$292K Buy
2021
Q4
$293K Sell
2021
Q3
$275K Buy
2021
Q2
$265K Buy