Sandbox Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $222K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $222K | Sell |
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|
2023
Q3 | $246K | Sell |
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|
2023
Q2 | $264K | Buy |
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|
2023
Q1 | $213K | Sell |
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|
2022
Q4 | $238K | Sell |
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|
2022
Q3 | $249K | Sell |
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|
2022
Q2 | $318K | Buy |
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|
2022
Q1 | $348K | Sell |
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|
2021
Q4 | $358K | Sell |
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|
2021
Q3 | $405K | Sell |
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|
2021
Q2 | $845K | Buy |
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