Veritable’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 | – | Sell |
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|
2023
Q2 | $21.7M | Buy |
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|
2023
Q1 | $20.2M | Buy |
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|
2022
Q4 | $12M | Sell |
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|
2022
Q3 | $13.2M | Buy |
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|
2022
Q2 | $11.3M | Buy |
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|
2022
Q1 | $11.7M | Sell |
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|
2021
Q4 | $15.9M | Buy |
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|
2021
Q3 | $9.41M | Buy |
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|
2021
Q2 | $7.05M | Hold |
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|
2021
Q1 | $6.8M | Hold |
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|
2020
Q4 | $5.98M | Hold |
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|
2020
Q3 | $5.16M | Sell |
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|
2020
Q2 | $5.91M | Buy |
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|
2020
Q1 | $4.91M | Buy |
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