Janiczek 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $19.7M | Sell |
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|
2024
Q1 | $38.8M | Sell |
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|
2023
Q4 | $36.8M | Sell |
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|
2023
Q3 | $36.8M | Sell |
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|
2023
Q2 | $38.3M | Sell |
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|
2023
Q1 | $41.6M | Sell |
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|
2022
Q4 | $49.8M | Buy |
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|
2022
Q3 | $28.8M | Sell |
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|
2022
Q2 | $31.9M | Sell |
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|
2022
Q1 | $35.1M | Sell |
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|
2021
Q4 | $36.1M | Buy |
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|
2021
Q3 | $32.7M | Buy |
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|
2021
Q2 | $32.8M | Buy |
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|
2021
Q1 | $31.2M | Buy |
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|
2020
Q4 | $15.9M | Buy |
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|
2020
Q3 | $13.5M | Sell |
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|
2020
Q2 | $13.9M | Sell |
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|
2020
Q1 | $13.5M | Buy |
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|
2019
Q4 | $13.3M | Buy |
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|
2019
Q3 | $12.1M | Buy |
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