JRM Investment Counsel’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $10.3M | Sell |
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|
2023
Q2 | $16.7M | Sell |
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|
2023
Q1 | $21.5M | Sell |
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|
2022
Q4 | $22.5M | Buy |
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|
2022
Q3 | $18.9M | Sell |
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|
2022
Q2 | $26.1M | Buy |
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|
2022
Q1 | $15.9M | Buy |
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|
2021
Q4 | $15.9M | Sell |
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|
2021
Q3 | $14.8M | Sell |
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|
2021
Q2 | $15.6M | Buy |
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|
2021
Q1 | $13.2M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.06M | Sell |
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|
2019
Q3 | $3.16M | Sell |
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|
2019
Q2 | $3.26M | Sell |
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|
2019
Q1 | $3.24M | Sell |
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|
2018
Q4 | $2.93M | Buy |
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|
2018
Q3 | $3.29M | Sell |
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|
2018
Q2 | $3.19M | Sell |
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|
2018
Q1 | $4.26M | Buy |
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|
2017
Q4 | $3.89M | Buy |
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|
2017
Q3 | $3.19M | Sell |
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|
2017
Q2 | $3.13M | Sell |
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|
2017
Q1 | $3.23M | Buy |
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|
2016
Q4 | $3.11M | Buy |
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|
2016
Q3 | $1.23M | Buy |
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