M&R Capital 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
Q3 | $11.4K | Hold |
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|
2024
Q2 | $10.5K | Hold |
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|
2024
Q1 | $10.9K | Sell |
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|
2023
Q4 | $70.2K | Sell |
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|
2023
Q3 | $210K | Buy |
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|
2023
Q2 | $206K | Sell |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q4 | $190K | Buy |
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|
2022
Q3 | $155K | Buy |
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|
2022
Q2 | $151K | Buy |
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|
2022
Q1 | $161K | Buy |
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|
2021
Q4 | $164K | Buy |
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|
2021
Q3 | $149K | Buy |
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|
2021
Q2 | $151K | Buy |
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