Meristem Family Wealth’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
Q1
$828K Hold
2021
Q4
$849K Sell
2021
Q3
$924K Buy
2021
Q2
$794K Hold
2021
Q1
$766K Hold
2020
Q4
$673K Hold
2020
Q3
$581K Hold
2020
Q2
$543K Hold
2020
Q1
$472K Buy