YorkBridge Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.5M | Buy |
|
|||||
|
2022
Q3 | $1.24M | Sell |
|
|||||
|
2022
Q2 | $1.49M | Buy |
|
|||||
|
2022
Q1 | $1.3M | Buy |
|
|||||
|
2021
Q4 | $1.29M | Buy |
|
|||||
|
2021
Q3 | $1.08M | Buy |
|
|||||
|
2021
Q2 | $1.07M | Sell |
|
|||||
|
2021
Q1 | $1.04M | Buy |
|
|||||
|
2020
Q4 | $858K | Buy |
|
|||||
|
2020
Q3 | $619K | Sell |
|
|||||
|
2020
Q2 | $583K | Sell |
|
|||||
|
2020
Q1 | $512K | Sell |
|
|||||
|
2019
Q4 | $728K | Buy |
|
|||||
|
2019
Q3 | $671K | Buy |
|
|||||
|
2019
Q2 | $641K | Sell |
|
|||||
|
2019
Q1 | $639K | Sell |
|
|||||
|
2018
Q4 | $595K | Buy |
|
|||||
|
2018
Q3 | $563K | Sell |
|
|||||
|
2018
Q2 | $530K | Buy |
|
|||||
|
2018
Q1 | $529K | Sell |
|
|||||
|
2017
Q4 | $567K | Buy |
|
|||||
|
2017
Q3 | $251K | Sell |
|
|||||
|
2017
Q2 | $329K | Buy |
|
|||||
|
2017
Q1 | $317K | Buy |
|
|||||
|
2016
Q4 | $270K | Buy |
|