San Francisco Sentry Investment 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
Q2 | $1.35M | Buy |
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|
2021
Q1 | $1.28M | Buy |
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|
2020
Q4 | $1.07M | Buy |
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|
2020
Q3 | $864K | Sell |
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|
2020
Q2 | $844K | Buy |
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|
2020
Q1 | $663K | Sell |
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|
2019
Q4 | $988K | Buy |
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|
2019
Q3 | $922K | Buy |
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|
2019
Q2 | $892K | Buy |
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|
2019
Q1 | $828K | Hold |
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|
2018
Q4 | $744K | Buy |
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|
2018
Q3 | $753K | Sell |
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|
2018
Q2 | $712K | Sell |
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|
2018
Q1 | $734K | Buy |
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|
2017
Q4 | $489K | Buy |
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|
2017
Q3 | $146K | Buy |
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|
2017
Q2 | $43K | Buy |
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