RegentAtlantic Capital’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
Q3
$85.7M Buy
2022
Q2
$6.25M Sell
2022
Q1
$6.91M Sell
2021
Q4
$7.09M Sell
2021
Q3
$6.68M Buy
2021
Q2
$6.77M Sell
2021
Q1
$6.54M Sell
2020
Q4
$5.78M Buy
2020
Q3
$963K Buy
2020
Q2
$867K Sell
2020
Q1
$2.47M Sell
2019
Q4
$3.29M Buy
2019
Q3
$3.11M Buy