Kingfisher 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $821K | Buy |
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|
2024
Q2 | $748K | Sell |
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|
2024
Q1 | $880K | Sell |
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|
2023
Q4 | $920K | Buy |
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|
2023
Q3 | $852K | Buy |
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|
2023
Q2 | $871K | Sell |
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|
2023
Q1 | $999K | Buy |
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|
2022
Q4 | $1.03M | Buy |
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|
2022
Q3 | $902K | Buy |
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|
2022
Q2 | $970K | Buy |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.07M | Buy |
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|
2021
Q3 | $982K | Buy |
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|
2021
Q2 | $998K | Buy |
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|
2021
Q1 | $960K | Buy |
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|
2020
Q4 | $843K | Buy |
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|
2020
Q3 | $725K | Buy |
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|
2020
Q2 | $624K | Buy |
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|
2020
Q1 | $530K | Buy |
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|
2019
Q4 | $550K | Buy |
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|
2019
Q3 | $270K | Buy |
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|
2019
Q2 | $207K | Hold |
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|
2019
Q1 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $202K | Buy |
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