Lebenthal Global Advisors’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 | – | Sell |
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|
2024
Q1 | $2.55M | Sell |
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|
2023
Q4 | $6.72M | Sell |
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|
2023
Q3 | $6.28M | Sell |
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|
2023
Q2 | $15.3M | Buy |
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|
2023
Q1 | $6.15M | Sell |
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|
2022
Q4 | $6.42M | Buy |
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|
2022
Q3 | $3.4M | Sell |
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|
2022
Q2 | $3.78M | Buy |
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|
2022
Q1 | $4.04M | Buy |
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|
2021
Q4 | $4.05M | Buy |
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|
2021
Q3 | $3.51M | Sell |
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|
2021
Q2 | $5.02M | Sell |
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|
2021
Q1 | $6.77M | Buy |
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|
2020
Q4 | $5.74M | Buy |
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