Newman & Schimel’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
Q4
$4.5M Buy
2022
Q3
$3.29M Buy
2022
Q2
$3.42M Buy
2022
Q1
$3.68M Sell
2021
Q4
$3.9M Buy
2021
Q3
$3.12M Buy
2021
Q2
$2.98M Buy
2021
Q1
$2.14M Buy
2020
Q4
$1.23M Buy