Windsor Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $10.2M | Sell |
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|
2023
Q2 | $10.8M | Sell |
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|
2023
Q1 | $26.1M | Sell |
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|
2022
Q4 | $28.6M | Buy |
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|
2022
Q3 | $22.2M | Buy |
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|
2022
Q2 | $21.9M | Buy |
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|
2022
Q1 | $22M | Buy |
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|
2021
Q4 | $4.02M | Buy |
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|
2021
Q3 | $1.67M | Buy |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $628K | Buy |
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|
2020
Q4 | $457K | Buy |
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|
2020
Q3 | $308K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $262K | Buy |
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|
2019
Q3 | $240K | Buy |
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|
2019
Q2 | $235K | Buy |
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|
2019
Q1 | $222K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $225K | Hold |
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|
2018
Q2 | $209K | Sell |
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|
2018
Q1 | $233K | Sell |
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|
2017
Q4 | $248K | Buy |
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