Zimmermann Investment Management & Planning’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
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $494K | Sell |
|
|||||
|
2023
Q4 | $812K | Sell |
|
|||||
|
2023
Q3 | $1.76M | Sell |
|
|||||
|
2023
Q2 | $6.62M | Sell |
|
|||||
|
2023
Q1 | $7.06M | Buy |
|
|||||
|
2022
Q4 | $6.82M | Buy |
|
|||||
|
2022
Q3 | $5.68M | Buy |
|
|||||
|
2022
Q2 | $1.08M | Buy |
|
|||||
|
2022
Q1 | $262K | Sell |
|
|||||
|
2021
Q4 | $294K | Buy |
|