HBC Financial Services’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 | $195K | Sell |
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|
2024
Q3 | $187K | Buy |
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|
2024
Q2 | $172K | Sell |
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|
2024
Q1 | $552K | Buy |
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|
2023
Q4 | $505K | Buy |
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|
2023
Q3 | $246K | Sell |
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|
2023
Q2 | $534K | Sell |
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|
2023
Q1 | $584K | Buy |
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|
2022
Q4 | $136K | Hold |
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|
2022
Q3 | $119K | Hold |
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|
2022
Q2 | $129K | Hold |
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|
2022
Q1 | $137K | Hold |
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|
2021
Q4 | $144K | Hold |
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|
2021
Q3 | $136K | Sell |
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|
2021
Q2 | $148K | Hold |
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|
2021
Q1 | $149K | Hold |
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|
2020
Q4 | $132K | Hold |
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|
2020
Q3 | $121K | Hold |
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|
2020
Q2 | $106K | Sell |
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|
2020
Q1 | $117K | Hold |
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|
2019
Q4 | $155K | Buy |
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