Windham Capital 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 | – | Sell |
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|
2023
Q4 | $604K | Buy |
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|
2023
Q3 | $556K | Buy |
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|
2023
Q2 | $565K | Hold |
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|
2023
Q1 | $569K | Buy |
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|
2022
Q4 | $567K | Hold |
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|
2022
Q3 | $498K | Hold |
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|
2022
Q2 | $537K | Hold |
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|
2022
Q1 | $592K | Hold |
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|
2021
Q4 | $606K | Hold |
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|
2021
Q3 | $557K | Hold |
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|
2021
Q2 | $567K | Hold |
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|
2021
Q1 | $547K | Hold |
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|
2020
Q4 | $481K | Hold |
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|
2020
Q3 | $415K | Hold |
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|
2020
Q2 | $388K | Hold |
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|
2020
Q1 | $337K | Hold |
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|
2019
Q4 | $434K | Hold |
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|
2019
Q3 | $411K | Hold |
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|
2019
Q2 | $398K | Hold |
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|
2019
Q1 | $392K | Buy |
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