Homrich & Berg’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $19.3M | Buy |
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2021
Q2 | $19.6M | Sell |
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2021
Q1 | $19M | Sell |
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2020
Q4 | $16.7M | Sell |
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2020
Q3 | $14.7M | Buy |
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2020
Q2 | $13.5M | Sell |
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2020
Q1 | $11.9M | Sell |
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2019
Q4 | $15.8M | Sell |
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2019
Q3 | $15.4M | Sell |
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2019
Q2 | $15M | Buy |
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2019
Q1 | $14.7M | Sell |
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2018
Q4 | $13.5M | Sell |
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2018
Q3 | $15.4M | Sell |
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2018
Q2 | $14.9M | Sell |
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2018
Q1 | $16.4M | Sell |
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2017
Q4 | $20.3M | Sell |
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2017
Q3 | $19.5M | Sell |
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2017
Q2 | $19.2M | Sell |
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2017
Q1 | $20.1M | Sell |
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2016
Q4 | $20.6M | Sell |
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2016
Q3 | $20.4M | Sell |
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2016
Q2 | $20.1M | Sell |
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2016
Q1 | $20.9M | Sell |
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2015
Q4 | $47.6M | Sell |
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2015
Q3 | $70.3M | Buy |
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2015
Q2 | $73.9M | Buy |
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2015
Q1 | $72.2M | Buy |
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2014
Q4 | $67.3M | Buy |
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2014
Q3 | $61.6M | Buy |
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2014
Q2 | $58.5M | Buy |
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2014
Q1 | $54.4M | Buy |
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2013
Q4 | $50.7M | Buy |
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2013
Q3 | $44.5M | Buy |
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2013
Q2 | $40.1M | Buy |
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