ADE LLC’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
2021
Q4
Sell
-2,271
Closed -$56K 204
2021
Q3
$56K Hold
2,271
0.05% 121
2021
Q2
$57K Hold
2,271
0.05% 129
2021
Q1
$55K Hold
2,271
0.05% 120
2020
Q4
$49K Buy
+2,271
New +$49K 0.04% 156