AFA
Atlas Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $523K | Buy |
19,139
+13,688
| +251% | +$374K | 0.82% | 21 |
|
|
2024
Q3 | $461K | Buy |
5,451
+1,080
| +25% | +$91.3K | 0.73% | 22 |
|
|
2024
Q2 | $340K | Buy |
4,371
+96
| +2% | +$7.47K | 0.56% | 23 |
|
|
2024
Q1 | $345K | Buy |
4,275
+533
| +14% | +$43K | 0.54% | 23 |
|
|
2023
Q4 | $285K | Sell |
3,742
-2,834
| -43% | -$216K | 0.47% | 21 |
|
|
2023
Q3 | $465K | Buy |
6,576
+3,575
| +119% | +$253K | 0.36% | 23 |
|
|
2023
Q2 | $218K | Buy |
3,001
+54
| +2% | +$3.92K | 0.31% | 26 |
|
|
2023
Q1 | $216K | Buy |
+2,947
| New | +$216K | 0.29% | 22 |
|
|
2022
Q3 | – | Sell |
-61,574
| Closed | -$4.41M | – | 21 |
|
|
2022
Q2 | $4.41M | Buy |
61,574
+1,583
| +3% | +$113K | 5.04% | 6 |
|
|
2022
Q1 | $4.73M | Buy |
+59,991
| New | +$4.73M | 4.76% | 7 |
|