WealthSource Partners’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
Q4 | – | Sell |
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|
2023
Q3 | $204K | Sell |
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|
2023
Q2 | $226K | Sell |
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|
2023
Q1 | $252K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.5M | Buy |
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|
2022
Q2 | $1.27M | Sell |
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|
2022
Q1 | $1.71M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $212K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $207K | Buy |
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