Pathstone Family Office’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
Q3 | $20.1M | Buy |
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|
2023
Q2 | $4.71M | Buy |
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|
2023
Q1 | $4.72M | Sell |
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|
2022
Q4 | $5.85M | Buy |
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|
2022
Q3 | $8.62M | Buy |
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|
2022
Q2 | $3.11M | Buy |
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|
2022
Q1 | $3.42M | Buy |
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|
2021
Q4 | $3.43M | Sell |
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|
2021
Q3 | $3.36M | Buy |
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|
2021
Q2 | $3.34M | Buy |
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|
2021
Q1 | $3.06M | Sell |
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|
2020
Q4 | $2.81M | Buy |
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|
2020
Q3 | $1.61M | Buy |
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