AWM
Aevitas Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.61M | Buy |
47,789
+13,963
| +41% | +$1.05M | 2.14% | 13 |
|
|
2022
Q3 | $2.25M | Buy |
33,826
+6,898
| +26% | +$458K | 1.69% | 14 |
|
|
2022
Q2 | $1.93M | Buy |
26,928
+6,496
| +32% | +$465K | 1.31% | 21 |
|
|
2022
Q1 | $1.61M | Buy |
20,432
+14,144
| +225% | +$1.12M | 0.99% | 28 |
|
|
2021
Q4 | $508K | Buy |
6,288
+542
| +9% | +$43.8K | 0.3% | 80 |
|
|
2021
Q3 | $427K | Buy |
+5,746
| New | +$427K | 0.27% | 90 |
|
|
2019
Q2 | – | Sell |
-466
| Closed | -$24K | – | 292 |
|
|
2019
Q1 | $24K | Buy |
466
+2
| +0.4% | +$103 | 0.02% | 245 |
|
|
2018
Q4 | $22K | Buy |
464
+4
| +0.9% | +$190 | 0.02% | 244 |
|
|
2018
Q3 | $24K | Buy |
460
+3
| +0.7% | +$157 | 0.02% | 275 |
|
|
2018
Q2 | $23K | Buy |
457
+4
| +0.9% | +$201 | 0.02% | 267 |
|
|
2018
Q1 | $22K | Buy |
453
+2
| +0.4% | +$97 | 0.02% | 248 |
|
|
2017
Q4 | $23K | Buy |
+451
| New | +$23K | 0.02% | 247 |
|