Strategic Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $60.6M | Sell |
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2021
Q1 | $60.7M | Buy |
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|
2020
Q4 | $51.1M | Buy |
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|
2020
Q3 | $44M | Sell |
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|
2020
Q2 | $43.6M | Buy |
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|
2020
Q1 | $36.1M | Buy |
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|
2019
Q4 | $35.8M | Buy |
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|
2019
Q3 | $32.2M | Buy |
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|
2019
Q2 | $27.8M | Buy |
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|
2019
Q1 | $25.7M | Buy |
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|
2018
Q4 | $22M | Buy |
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