Highland Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $884K | Hold |
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|
2022
Q2 | $954K | Sell |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $1.09M | Hold |
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|
2021
Q3 | $1M | Sell |
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|
2021
Q2 | $1.24M | Hold |
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|
2021
Q1 | $1.2M | Buy |
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|
2020
Q4 | $1.02M | Buy |
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|
2020
Q3 | $657K | Sell |
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|
2020
Q2 | $1.83M | Buy |
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|
2020
Q1 | $1.2M | Sell |
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|
2019
Q4 | $1.56M | Hold |
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|
2019
Q3 | $1.48M | Buy |
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|
2019
Q2 | $1.43M | Hold |
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|
2019
Q1 | $1.41M | Buy |
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|
2018
Q4 | $1.24M | Buy |
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|
2018
Q3 | $352K | Hold |
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|
2018
Q2 | $328K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $355K | Buy |
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