WealthTrust Fairport’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
2019
Q1
$101K Buy
2018
Q4
$90K Buy
2018
Q3
$100K Buy
2018
Q2
$92K Hold
2018
Q1
$92K Buy
2015
Q1
Sell
2014
Q4
$90K Buy
2014
Q3
$87K Buy
2014
Q2
$86K Buy