NSI Retail Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
|
|||||
|
2024
Q2 | $730K | Sell |
|
|||||
|
2024
Q1 | $837K | Sell |
|
|||||
|
2023
Q4 | $927K | Sell |
|
|||||
|
2023
Q3 | $961K | Sell |
|
|||||
|
2023
Q2 | $1.07M | Sell |
|
|||||
|
2023
Q1 | $1.08M | Hold |
|
|||||
|
2022
Q4 | $1.12M | Hold |
|
|||||
|
2022
Q3 | $982K | Sell |
|
|||||
|
2022
Q2 | $1.25M | Hold |
|
|||||
|
2022
Q1 | $1.37M | Hold |
|
|||||
|
2021
Q4 | $1.41M | Hold |
|
|||||
|
2021
Q3 | $1.29M | Sell |
|
|||||
|
2021
Q2 | $1.43M | Buy |
|