Halpern Financial’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 | $21.4M | Buy |
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|
2024
Q2 | $19M | Sell |
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|
2024
Q1 | $22.1M | Sell |
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|
2023
Q4 | $21.4M | Buy |
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|
2023
Q3 | $19M | Buy |
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|
2023
Q2 | $18.1M | Buy |
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|
2023
Q1 | $17.4M | Buy |
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|
2022
Q4 | $16.4M | Buy |
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|
2022
Q3 | $7.86M | Buy |
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|
2022
Q2 | $930K | Buy |
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|
2022
Q1 | $23.7K | Buy |
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