GW & Wade’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
2023
Q4
$803K Sell
2023
Q3
$902K Buy
2023
Q2
$861K Sell
2023
Q1
$957K Buy
2022
Q4
$895K Buy
2022
Q3
$354K Buy
2022
Q2
$339K Sell
2022
Q1
$374K Buy
2021
Q4
$350K Sell
2021
Q3
$325K Buy
2021
Q2
$297K Buy
2021
Q1
$243K Buy