VitalStone Financial’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
Q3
$1.14M Sell
2024
Q2
$1.12M Sell
2024
Q1
$1.32M Sell
2023
Q4
$1.45M Sell
2023
Q3
$1.36M Sell
2023
Q2
$2.84M Buy
2023
Q1
$2.31M Sell
2022
Q4
$3.56M Buy