BHK Investment 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
2019
Q4
Sell
-100,500
Closed -$1.84M 72
2019
Q3
$1.84M Buy
100,500
+303
+0.3% +$5.53K 1.06% 20
2019
Q2
$1.77M Buy
100,197
+17,592
+21% +$311K 1.01% 22
2019
Q1
$1.44M Buy
+82,605
New +$1.44M 0.87% 22