Realta Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $593K | Buy |
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|
2024
Q1 | $156K | Sell |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $2.61M | Hold |
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|
2023
Q2 | $2.61M | Sell |
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|
2023
Q1 | $2.64M | Buy |
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|
2022
Q4 | $292K | Sell |
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|
2022
Q3 | $261K | Buy |
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|
2022
Q2 | $245K | Buy |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q4 | $267K | Buy |
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|
2021
Q3 | $244K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $2K | Buy |
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