AMC
Asset Management Corp’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $2.71M | Buy |
36,999
+4,116
| +13% | +$301K | 2.12% | 9 |
|
|
2022
Q4 | $2.48M | Buy |
32,883
+7,103
| +28% | +$537K | 2.08% | 11 |
|
|
2022
Q3 | $1.71M | Buy |
25,780
+6,608
| +34% | +$439K | 1.03% | 17 |
|
|
2022
Q2 | $1.37M | Buy |
19,172
+8,819
| +85% | +$632K | 0.89% | 24 |
|
|
2022
Q1 | $817K | Buy |
10,353
+844
| +9% | +$66.6K | 0.41% | 49 |
|
|
2021
Q4 | $769K | Buy |
9,509
+1,051
| +12% | +$85K | 0.38% | 61 |
|
|
2021
Q3 | $628K | Buy |
8,458
+5,148
| +156% | +$382K | 0.31% | 66 |
|
|
2021
Q2 | $250K | Buy |
+3,310
| New | +$250K | 0.14% | 128 |
|