Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $1.75M | Buy |
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|
2021
Q3 | $1.57M | Buy |
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|
2021
Q2 | $1.59M | Buy |
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|
2021
Q1 | $1.39M | Buy |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $910K | Buy |
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|
2020
Q2 | $837K | Buy |
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|
2020
Q1 | $724K | Buy |
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|
2019
Q4 | $773K | Buy |
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|
2019
Q3 | $472K | Buy |
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|
2019
Q2 | $440K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $215K | Buy |
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|
2018
Q3 | $4K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $453K | Buy |
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|
2016
Q3 | $427K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $38K | Buy |
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