Wealthspire Advisors (Maryland)’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
Q3 | $88.8M | Buy |
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|
2020
Q2 | $31.9M | Buy |
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|
2020
Q1 | $23.2M | Buy |
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|
2019
Q4 | $14M | Buy |
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|
2019
Q3 | $317K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $187K | Buy |
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|
2018
Q4 | $96K | Buy |
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|
2018
Q3 | $108K | Buy |
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|
2018
Q2 | $97K | Sell |
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|
2018
Q1 | $125K | Buy |
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|
2017
Q4 | $130K | Buy |
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|
2017
Q3 | $107K | Buy |
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|
2017
Q2 | $103K | Buy |
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|
2017
Q1 | $76K | Hold |
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|
2016
Q4 | $75K | Sell |
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|
2016
Q3 | $77K | Sell |
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|
2016
Q2 | $80K | Sell |
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|
2016
Q1 | $124K | Sell |
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|
2015
Q4 | $129K | Buy |
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