Retirement Group’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
Q1
$8.99M Buy
2023
Q4
$8.3M Sell
2023
Q3
$8.22M Sell
2023
Q2
$9.49M Sell
2023
Q1
$9.84M Buy
2022
Q4
$10.1M Buy
2022
Q3
$5.74M Sell
2022
Q2
$10M Buy
2022
Q1
$10.9M Buy
2021
Q4
$10.1M Buy
2021
Q3
$7.96M Buy
2021
Q2
$7.76M Buy
2021
Q1
$6.95M Buy
2020
Q4
$5.86M Buy
2020
Q3
$4.94M Sell
2020
Q2
$4.66M Buy
2019
Q4
$4.76M Buy