Personal Capital 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
2022
Q4
$757K Sell
2022
Q3
$747K Buy
2022
Q2
$642K Buy
2022
Q1
$622K Sell
2021
Q4
$1.13M Buy
2021
Q3
$729K Buy
2021
Q2
$567K Buy
2021
Q1
$390K Buy
2020
Q4
$269K Buy
2017
Q2
Sell
2017
Q1
$331K Buy