Rollins Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $4.33M | Sell |
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|
2023
Q3 | $4.03M | Sell |
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|
2023
Q2 | $4.42M | Sell |
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|
2023
Q1 | $4.65M | Sell |
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|
2022
Q4 | $5.43M | Buy |
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|
2022
Q3 | $4.24M | Buy |
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|
2022
Q2 | $4.48M | Buy |
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|
2022
Q1 | $4.43M | Buy |
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|
2021
Q4 | $4.18M | Buy |
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|
2021
Q2 | $3.17M | Buy |
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|
2021
Q1 | $2.82M | Buy |
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|
2020
Q4 | $2.29M | Buy |
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