BPWA
Beacon Pointe Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $546K | Sell |
28,272
-3,192
| -10% | -$61.6K | 0.1% | 150 |
|
|
2019
Q3 | $580K | Buy |
31,464
+3,294
| +12% | +$60.7K | 0.12% | 145 |
|
|
2019
Q2 | $496K | Buy |
28,170
+3,468
| +14% | +$61.1K | 0.1% | 159 |
|
|
2019
Q1 | $431K | Buy |
24,702
+4,944
| +25% | +$86.3K | 0.1% | 167 |
|
|
2018
Q4 | $310K | Buy |
+19,758
| New | +$310K | 0.11% | 165 |
|