Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $4.36M | Sell |
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|
2022
Q3 | $3.96M | Sell |
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|
2022
Q2 | $4.31M | Buy |
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|
2022
Q1 | $4.53M | Sell |
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|
2021
Q4 | $5.04M | Sell |
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|
2021
Q3 | $5.25M | Buy |
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|
2021
Q2 | $4.5M | Buy |
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|
2021
Q1 | $578K | Sell |
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|
2020
Q4 | $2.17M | Sell |
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|
2020
Q3 | $4.95M | Buy |
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|
2020
Q2 | $2.76M | Buy |
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|
2020
Q1 | $1.86M | Sell |
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|
2019
Q4 | $3.07M | Buy |
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|
2019
Q3 | $2.43M | Sell |
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|
2019
Q2 | $3.26M | Sell |
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|
2019
Q1 | $5.19M | Buy |
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|
2018
Q4 | $1.25M | Sell |
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|
2018
Q3 | $5.3M | Buy |
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|
2018
Q2 | $3.8M | Buy |
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|
2018
Q1 | $225K | Sell |
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|
2017
Q4 | $5.16M | Buy |
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|
2017
Q3 | $493K | Sell |
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|
2017
Q2 | $2.86M | Sell |
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|
2017
Q1 | $4.63M | Buy |
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|
2016
Q4 | $3.61M | Sell |
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|
2016
Q3 | $3.54K | Sell |
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|
2016
Q2 | $5.54M | Buy |
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|
2016
Q1 | $5.15M | Buy |
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