AG
Appleton Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $15.6M | Buy |
220,012
+208,372
| +1,790% | +$14.7M | 54.37% | 1 |
|
|
2023
Q2 | $845K | Buy |
11,640
+810
| +7% | +$58.8K | 1.18% | 8 |
|
|
2023
Q1 | $792K | Sell |
10,830
-202,883
| -95% | -$14.8M | 1.54% | 8 |
|
|
2022
Q4 | $16.1M | Buy |
+213,713
| New | +$16.1M | 23.68% | 1 |
|