Sutton Wealth Advisors’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
Q3 | $319K | Buy |
|
|||||
|
2023
Q2 | $328K | Buy |
|
|||||
|
2023
Q1 | $329K | Sell |
|
|||||
|
2022
Q4 | $358K | Hold |
|
|||||
|
2022
Q3 | $315K | Hold |
|
|||||
|
2022
Q2 | $339K | Hold |
|
|||||
|
2022
Q1 | $374K | Sell |
|
|||||
|
2021
Q4 | $393K | Buy |
|
|||||
|
2021
Q3 | $344K | Hold |
|
|||||
|
2021
Q2 | $350K | Buy |
|
|||||
|
2021
Q1 | $338K | Hold |
|
|||||
|
2020
Q4 | $297K | Hold |
|
|||||
|
2020
Q3 | $256K | Hold |
|
|||||
|
2020
Q2 | $240K | Buy |
|
|||||
|
2020
Q1 | $208K | Hold |
|
|||||
|
2019
Q4 | $268K | Hold |
|
|||||
|
2019
Q3 | $253K | Hold |
|
|||||
|
2019
Q2 | $245K | Hold |
|
|||||
|
2019
Q1 | $242K | Hold |
|
|||||
|
2018
Q4 | $217K | Hold |
|
|||||
|
2018
Q3 | $245K | Hold |
|
|||||
|
2018
Q2 | $228K | Buy |
|
|||||
|
2018
Q1 | $223K | Hold |
|
|||||
|
2017
Q4 | $232K | Hold |
|
|||||
|
2017
Q3 | $212K | Hold |
|
|||||
|
2017
Q2 | $205K | Buy |
|
|||||
|
2017
Q1 | $202K | Hold |
|
|||||
|
2016
Q4 | $198K | Buy |
|
|||||
|
2016
Q3 | $190K | Hold |
|
|||||
|
2016
Q2 | $187K | Hold |
|
|||||
|
2016
Q1 | $180K | Buy |
|