Intersect Capital’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
Q2 | $629K | Hold |
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|
2022
Q1 | $692K | Hold |
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|
2021
Q4 | $709K | Hold |
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|
2021
Q3 | $652K | Hold |
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|
2021
Q2 | $664K | Sell |
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|
2021
Q1 | $659K | Sell |
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|
2020
Q4 | $582K | Buy |
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|
2020
Q3 | $501K | Buy |
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|
2020
Q2 | $467K | Hold |
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|
2020
Q1 | $406K | Hold |
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|
2019
Q4 | $523K | Hold |
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|
2019
Q3 | $494K | Hold |
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|
2019
Q2 | $479K | Hold |
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|
2019
Q1 | $472K | Hold |
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|
2018
Q4 | $424K | Hold |
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|
2018
Q3 | $478K | Hold |
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|
2018
Q2 | $445K | Buy |
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