TrueWealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $5K | Sell |
|
|||||
|
2020
Q1 | $495K | Buy |
|
|||||
|
2019
Q4 | $638K | Buy |
|
|||||
|
2019
Q3 | $598K | Hold |
|
|||||
|
2019
Q2 | $579K | Hold |
|
|||||
|
2019
Q1 | $571K | Hold |
|
|||||
|
2018
Q4 | $513K | Hold |
|
|||||
|
2018
Q3 | $578K | Hold |
|
|||||
|
2018
Q2 | $538K | Hold |
|
|||||
|
2018
Q1 | $535K | Hold |
|
|||||
|
2017
Q4 | $558K | Buy |
|