Wilbanks Smith & Thomas Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $602K | Sell |
|
|||||
|
2023
Q4 | $640K | Sell |
|
|||||
|
2023
Q3 | $606K | Buy |
|
|||||
|
2023
Q2 | $619K | Buy |
|
|||||
|
2023
Q1 | $547K | Sell |
|
|||||
|
2022
Q4 | $593K | Buy |
|
|||||
|
2022
Q3 | $518K | Buy |
|
|||||
|
2022
Q2 | $518K | Buy |
|
|||||
|
2022
Q1 | $552K | Buy |
|
|||||
|
2021
Q4 | $520K | Buy |
|
|||||
|
2021
Q3 | $477K | Buy |
|
|||||
|
2021
Q2 | $485K | Buy |
|
|||||
|
2021
Q1 | $417K | Buy |
|
|||||
|
2020
Q4 | $366K | Buy |
|
|||||
|
2020
Q3 | $281K | Sell |
|
|||||
|
2020
Q2 | $291K | Buy |
|
|||||
|
2020
Q1 | $253K | Buy |
|
|||||
|
2019
Q4 | $241K | Hold |
|
|||||
|
2019
Q3 | $228K | Sell |
|
|||||
|
2019
Q2 | $254K | Sell |
|
|||||
|
2019
Q1 | $284K | Hold |
|
|||||
|
2018
Q4 | $255K | Buy |
|
|||||
|
2018
Q3 | $287K | Hold |
|
|||||
|
2018
Q2 | $267K | Buy |
|
|||||
|
2018
Q1 | $223K | Buy |
|