Mariner Independent Advisor Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.91M | Buy |
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|
2022
Q2 | $2.89M | Buy |
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|
2022
Q1 | $2.82M | Buy |
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|
2021
Q4 | $2.23M | Buy |
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|
2021
Q3 | $1.79M | Buy |
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|
2021
Q2 | $1.65M | Buy |
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|
2021
Q1 | $1.54M | Sell |
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|
2020
Q4 | $1.4M | Buy |
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|
2020
Q3 | $712K | Buy |
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|
2020
Q2 | $626K | Sell |
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|
2020
Q1 | $1.16M | Buy |
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|
2019
Q4 | $1.31M | Sell |
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|
2019
Q3 | $1.24M | Buy |
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|
2019
Q2 | $1.19M | Sell |
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|
2019
Q1 | $1.17M | Sell |
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|
2018
Q4 | $1.1M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $742K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $529K | Buy |
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|
2016
Q1 | $495K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $440K | Sell |
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|
2014
Q3 | $516K | Buy |
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|
2014
Q2 | $504K | Buy |
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