Westwind Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $79K | Buy |
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|
2021
Q3 | $50K | Hold |
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|
2021
Q2 | $51K | Hold |
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|
2021
Q1 | $49K | Buy |
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|
2020
Q4 | $25K | Hold |
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|
2020
Q3 | $21K | Hold |
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|
2020
Q2 | $20K | Hold |
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|
2020
Q1 | $17K | Hold |
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|
2019
Q4 | $22K | Sell |
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|
2019
Q3 | $22K | Sell |
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|
2019
Q2 | $41K | Buy |
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|
2019
Q1 | $21K | Sell |
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|
2018
Q4 | $21K | Sell |
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|
2018
Q3 | $38K | Sell |
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|
2018
Q2 | $2.77M | Sell |
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|
2018
Q1 | $8.1M | Buy |
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|
2017
Q4 | $6K | Buy |
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