HoyleCohen’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
Q2 | $4.67M | Sell |
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|
2024
Q1 | $4.87M | Buy |
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|
2023
Q4 | $4.27M | Buy |
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|
2023
Q3 | $3.92M | Buy |
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|
2023
Q2 | $3.55M | Buy |
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|
2023
Q1 | $3.3M | Buy |
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|
2022
Q4 | $3.18M | Buy |
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|
2022
Q3 | $2.76M | Buy |
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|
2022
Q2 | $2.88M | Buy |
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|
2022
Q1 | $3.15M | Buy |
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|
2021
Q4 | $3.12M | Buy |
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|
2021
Q3 | $2.5M | Buy |
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|
2021
Q2 | $2.52K | Buy |
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|
2021
Q1 | $2.35M | Buy |
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|
2020
Q4 | $1.62M | Buy |
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|
2020
Q3 | $1.34M | Buy |
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|
2020
Q2 | $1.21M | Buy |
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|
2020
Q1 | $973K | Sell |
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|
2019
Q4 | $1.26M | Buy |
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|
2019
Q3 | $1.16M | Buy |
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|
2019
Q2 | $1.06M | Buy |
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|
2019
Q1 | $980K | Buy |
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|
2018
Q4 | $844K | Buy |
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|
2018
Q3 | $881K | Sell |
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|
2018
Q2 | $825K | Sell |
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|
2018
Q1 | $825K | Buy |
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|
2017
Q4 | $761K | Buy |
|