Private Ocean’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
Q2 | $5.03M | Buy |
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|
2024
Q1 | $2.68M | Buy |
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|
2023
Q4 | $1.96M | Sell |
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|
2023
Q3 | $2M | Buy |
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|
2023
Q2 | $1.58M | Buy |
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|
2023
Q1 | $580K | Buy |
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|
2022
Q4 | $597K | Sell |
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|
2022
Q3 | $665K | Buy |
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|
2022
Q2 | $495K | Buy |
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|
2022
Q1 | $243K | Buy |
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|
2021
Q4 | $249K | Buy |
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|
2021
Q3 | $223K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $4K | Hold |
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|
2020
Q4 | $3K | Buy |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $2K | Sell |
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|
2020
Q1 | $33K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $42K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $4K | Buy |
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|
2013
Q4 | $2K | Buy |
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