Wintrust Investments’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
Q4 | $370K | Buy |
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|
2024
Q3 | $369K | Sell |
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|
2024
Q2 | $3.42M | Buy |
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|
2024
Q1 | $3.17M | Buy |
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|
2023
Q4 | $2.8M | Sell |
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|
2023
Q3 | $2.61M | Buy |
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|
2023
Q2 | $2.53M | Buy |
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|
2023
Q1 | $2.29M | Buy |
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|
2022
Q4 | $243K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.33M | Buy |
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|
2017
Q3 | $857K | Buy |
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|
2017
Q2 | $419K | Buy |
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|
2017
Q1 | $289K | Buy |
|