Rikoon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $416K | Hold |
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|
2020
Q4 | $366K | Hold |
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|
2020
Q3 | $316K | Hold |
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|
2020
Q2 | $295K | Hold |
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|
2020
Q1 | $257K | Hold |
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|
2019
Q4 | $331K | Hold |
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|
2019
Q3 | $313K | Hold |
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|
2019
Q2 | $305K | Hold |
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|
2019
Q1 | $298K | Hold |
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|
2018
Q4 | $268K | Buy |
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|
2018
Q3 | $294K | Buy |
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