Parsec Financial Management’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
Q1 | $442K | Sell |
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|
2022
Q4 | $474K | Sell |
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|
2022
Q3 | $426K | Buy |
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|
2022
Q2 | $367K | Hold |
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|
2022
Q1 | $405K | Hold |
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|
2021
Q4 | $415K | Sell |
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|
2021
Q3 | $409K | Buy |
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|
2021
Q2 | $280K | Hold |
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|
2021
Q1 | $270K | Sell |
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|
2020
Q4 | $241K | Sell |
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|
2020
Q3 | $214K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $239K | Buy |
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