Whitnell & Co’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
Q4 | $513K | Buy |
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|
2019
Q3 | $460K | Buy |
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|
2019
Q2 | $444K | Buy |
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|
2019
Q1 | $414K | Sell |
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|
2018
Q4 | $395K | Buy |
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|
2018
Q3 | $425K | Buy |
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|
2018
Q2 | $372K | Hold |
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|
2018
Q1 | $370K | Hold |
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|
2017
Q4 | $386K | Hold |
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|
2017
Q3 | $353K | Sell |
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|
2017
Q2 | $363K | Hold |
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|
2017
Q1 | $359K | Hold |
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|
2016
Q4 | $351K | Buy |
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|
2016
Q3 | $238K | Buy |
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|
2016
Q2 | $197K | Hold |
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|
2016
Q1 | $191K | Hold |
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|
2015
Q4 | $184K | Buy |
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|
2015
Q3 | $135K | Hold |
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|
2015
Q2 | $144K | Hold |
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|
2015
Q1 | $148K | Hold |
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|
2014
Q4 | $150K | Buy |
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|
2014
Q3 | $116K | Hold |
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|
2014
Q2 | $115K | Buy |
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