Marshall Financial Group (Maryland)’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
Q3 | – | Sell |
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|
2023
Q2 | $237K | Sell |
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|
2023
Q1 | $3.31M | Buy |
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|
2022
Q4 | $3.36M | Buy |
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|
2022
Q3 | $2.68M | Sell |
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|
2022
Q2 | $2.92M | Buy |
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|
2022
Q1 | $2.08M | Buy |
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|
2021
Q4 | $2.02M | Buy |
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|
2021
Q3 | $1.77M | Buy |
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|
2021
Q2 | $1.69M | Buy |
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|
2021
Q1 | $1.52M | Buy |
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|
2020
Q4 | $1.27M | Buy |
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