Simplicity Solutions’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 | $1.76M | Sell |
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2023
Q3 | $1.96M | Sell |
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|
2023
Q2 | $2.27M | Sell |
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|
2023
Q1 | $2.67M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $41.2M | Buy |
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|
2020
Q3 | $9.45M | Sell |
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|
2020
Q2 | $10.7M | Sell |
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|
2020
Q1 | $11.6M | Buy |
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|
2019
Q4 | $590K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3.27M | Sell |
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|
2018
Q4 | $3.15M | Buy |
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