TrinityPoint Wealth’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
Q4 | $26.1M | Buy |
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|
2024
Q3 | $25.5M | Buy |
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|
2024
Q2 | $22M | Buy |
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|
2024
Q1 | $21.1M | Buy |
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|
2023
Q4 | $18.6M | Buy |
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|
2023
Q3 | $16.5M | Buy |
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|
2023
Q2 | $15.3M | Buy |
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|
2023
Q1 | $13.4M | Buy |
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|
2022
Q4 | $12.8M | Buy |
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|
2022
Q3 | $10.2M | Buy |
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|
2022
Q2 | $10.5M | Buy |
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|
2022
Q1 | $8.95M | Buy |
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|
2021
Q4 | $8.09M | Buy |
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|
2021
Q3 | $7M | Buy |
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|
2021
Q2 | $6.84M | Buy |
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|
2021
Q1 | $6.46M | Buy |
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|
2020
Q4 | $5.73M | Buy |
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|
2020
Q3 | $4.73M | Buy |
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|
2020
Q2 | $4.34M | Buy |
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|
2020
Q1 | $3.18M | Buy |
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