American Money Management’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
2020
Q2
Sell
-20,130
Closed -$302K 78
2020
Q1
$302K Sell
20,130
-4,281
-18% -$76.9K 0.17% 61
2019
Q4
$471K Sell
24,411
-621
-2% -$11.6K 0.22% 58
2019
Q3
$457K Sell
25,032
-1,329
-5% -$23.8K 0.24% 60
2019
Q2
$466K Sell
26,361
-669
-2% -$11.8K 0.25% 60
2019
Q1
$471K Sell
27,030
-6,666
-20% -$112K 0.26% 59
2018
Q4
$528K Buy
33,696
+1,875
+6% +$31.2K 0.33% 55
2018
Q3
$562K Sell
31,821
-2,928
-8% -$50.7K 0.32% 56
2018
Q2
$571K Sell
34,749
-6,432
-16% -$106K 0.35% 55
2018
Q1
$673K Sell
41,181
-840
-2% -$14.3K 0.42% 52
2017
Q4
$717K Sell
42,021
-477
-1% -$7.84K 0.43% 52
2017
Q3
$663K Buy
42,498
+4,974
+13% +$76.1K 0.44% 52
2017
Q2
$564K Buy
37,524
+7,167
+24% +$108K 0.4% 51
2017
Q1
$451K Sell
30,357
-900
-3% -$13.3K 0.33% 54
2016
Q4
$454K Sell
31,257
-258
-0.8% -$3.66K 0.37% 53
2016
Q3
$444K Sell
31,515
-1,044
-3% -$14.7K 0.35% 55
2016
Q2
$450K Buy
32,559
+306
+0.9% +$4.13K 0.37% 54
2016
Q1
$431K Buy
32,253
+8,781
+37% +$111K 0.36% 55
2015
Q4
$302K Buy
23,472
+336
+1% +$4.33K 0.26% 62
2015
Q3
$277K Sell
23,136
-36
-0.2% -$450 0.26% 63
2015
Q2
$296K Buy
23,172
+2,004
+9% +$26.5K 0.25% 65
2015
Q1
$278K Buy
21,168
+3,417
+19% +$45.4K 0.24% 68
2014
Q4
$236K Buy
+17,751
New +$232K 0.2% 75

Other funds holding SCHD