Raymond James Trust’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 | $3.44M | Buy |
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|
2024
Q2 | $2.69M | Buy |
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|
2024
Q1 | $2.71M | Buy |
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|
2023
Q4 | $2.25M | Buy |
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|
2023
Q3 | $2.01M | Buy |
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|
2023
Q2 | $1.37M | Buy |
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|
2023
Q1 | $1.26M | Sell |
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|
2022
Q4 | $1.36M | Buy |
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|
2022
Q3 | $719K | Buy |
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|
2022
Q2 | $458K | Buy |
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|
2022
Q1 | $315K | Buy |
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|
2021
Q4 | $319K | Buy |
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|
2021
Q3 | $290K | Buy |
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