Rikoon Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $416K | Hold |
17,124
| – | – | 0.11% | 152 |
|
|
2020
Q4 | $366K | Hold |
17,124
| – | – | 0.1% | 164 |
|
|
2020
Q3 | $316K | Hold |
17,124
| – | – | 0.1% | 163 |
|
|
2020
Q2 | $295K | Hold |
17,124
| – | – | 0.1% | 168 |
|
|
2020
Q1 | $257K | Hold |
17,124
| – | – | 0.11% | 155 |
|
|
2019
Q4 | $331K | Hold |
17,124
| – | – | 0.11% | 158 |
|
|
2019
Q3 | $313K | Hold |
17,124
| – | – | 0.12% | 157 |
|
|
2019
Q2 | $305K | Hold |
17,124
| – | – | 0.11% | 157 |
|
|
2019
Q1 | $298K | Hold |
17,124
| – | – | 0.11% | 161 |
|
|
2018
Q4 | $268K | Buy |
17,124
+438
| +3% | +$6.86K | 0.11% | 157 |
|
|
2018
Q3 | $294K | Buy |
+16,686
| New | +$294K | 0.1% | 170 |
|