Soundmark Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $715K | Sell |
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|
2023
Q4 | $735K | Buy |
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|
2023
Q3 | $676K | Sell |
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|
2023
Q2 | $703K | Sell |
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|
2023
Q1 | $723K | Buy |
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|
2022
Q4 | $739K | Buy |
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|
2022
Q3 | $509K | Buy |
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|
2022
Q2 | $545K | Buy |
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|
2022
Q1 | $507K | Buy |
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|
2021
Q4 | $516K | Sell |
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|
2021
Q3 | $491K | Sell |
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|
2021
Q2 | $531K | Buy |
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|
2021
Q1 | $366K | Buy |
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|
2020
Q4 | $315K | Buy |
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