Gray 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 | $485K | Sell |
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|
2024
Q3 | $894K | Sell |
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|
2024
Q2 | $831K | Sell |
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|
2024
Q1 | $917K | Buy |
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|
2023
Q4 | $854K | Sell |
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|
2023
Q3 | $915K | Sell |
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|
2023
Q2 | $1.04M | Sell |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $1.05M | Buy |
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|
2022
Q3 | $910K | Buy |
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|
2022
Q2 | $907K | Buy |
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|
2022
Q1 | $985K | Buy |
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|
2021
Q4 | $956K | Sell |
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|
2021
Q3 | $883K | Buy |
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|
2021
Q2 | $851K | Buy |
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|
2021
Q1 | $748K | Buy |
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|
2020
Q4 | $656K | Buy |
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|
2020
Q3 | $567K | Buy |
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|
2020
Q2 | $522K | Sell |
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|
2020
Q1 | $457K | Buy |
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