Berman Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $35K | Buy |
1,449
+12
| +0.8% | +$290 | 0.01% | 811 |
|
|
2021
Q2 | $36K | Buy |
1,437
+9
| +0.6% | +$225 | 0.01% | 704 |
|
|
2021
Q1 | $34K | Buy |
1,428
+9
| +0.6% | +$214 | 0.01% | 615 |
|
|
2020
Q4 | $30K | Buy |
1,419
+15
| +1% | +$317 | 0.01% | 559 |
|
|
2020
Q3 | $25K | Buy |
1,404
+12
| +0.9% | +$214 | 0.01% | 526 |
|
|
2020
Q2 | $24K | Buy |
1,392
+12
| +0.9% | +$207 | 0.01% | 496 |
|
|
2020
Q1 | $20K | Buy |
1,380
+12
| +0.9% | +$174 | 0.01% | 493 |
|
|
2019
Q4 | $26K | Buy |
1,368
+27
| +2% | +$513 | 0.01% | 464 |
|
|
2019
Q3 | $24K | Buy |
1,341
+9
| +0.7% | +$161 | 0.01% | 462 |
|
|
2019
Q2 | $23K | Hold |
1,332
| – | – | 0.01% | 478 |
|
|
2019
Q1 | $23K | Buy |
1,332
+9
| +0.7% | +$155 | 0.01% | 424 |
|
|
2018
Q4 | $20K | Buy |
+1,323
| New | +$20K | 0.01% | 387 |
|