InterOcean Capital Group’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
Q1
$223K Sell
2023
Q4
$308K Buy
2023
Q3
$218K Sell
2023
Q2
$314K Buy
2022
Q3
Sell
2022
Q2
$213K Sell
2022
Q1
$276K Buy
2021
Q4
$278K Buy