Beacon Capital Management Inc (Ohio)’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-843
| Closed | -$20K | – | 109 |
|
|
2022
Q2 | $20K | Buy |
+843
| New | +$20K | ﹤0.01% | 55 |
|
|
2018
Q3 | – | Sell |
-135
| Closed | -$2K | – | 85 |
|
|
2018
Q2 | $2K | Buy |
+135
| New | +$2K | ﹤0.01% | 66 |
|
|
2015
Q4 | – | Sell |
-24
| Closed | – | – | 355 |
|
|
2015
Q3 | $0 | Buy |
+24
| New | – | ﹤0.01% | 279 |
|