Secrest Blakey & Associates’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
2020
Q3
$1.43M Buy
2020
Q2
$1.3M Buy
2020
Q1
$1.12M Buy
2019
Q4
$1.07M Sell
2019
Q3
$1.37M Sell
2019
Q2
$1.41M Buy
2019
Q1
$1.38M Sell
2018
Q4
$1.39M Sell
2018
Q3
$1.58M Buy
2018
Q2
$1.45M Buy
2018
Q1
$1.41M Sell
2017
Q4
$1.51M Buy