9258 Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $870K | Buy |
30,894
+3,528
| +13% | +$99.4K | 0.13% | 134 |
|
|
2024
Q2 | $709K | Buy |
27,366
+2,145
| +9% | +$55.6K | 0.11% | 156 |
|
|
2024
Q1 | $678K | Buy |
+25,221
| New | +$678K | 0.11% | 162 |
|
|
2022
Q3 | – | Sell |
-8,784
| Closed | -$210K | – | 340 |
|
|
2022
Q2 | $210K | Hold |
8,784
| – | – | 0.05% | 309 |
|
|
2022
Q1 | $231K | Sell |
8,784
-2,937
| -25% | -$77.2K | 0.05% | 325 |
|
|
2021
Q4 | $316K | Buy |
+11,721
| New | +$316K | 0.07% | 275 |
|