BJ
Brouwer & Janachowski’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,709
| Closed | -$205K | – | 72 |
|
|
2021
Q2 | $205K | Buy |
+2,709
| New | +$205K | 0.04% | 59 |
|
|
2016
Q2 | – | Sell |
-133,635
| Closed | -$5.36M | – | 47 |
|
|
2016
Q1 | $5.36M | Sell |
133,635
-17,247
| -11% | -$691K | 1.83% | 12 |
|
|
2015
Q4 | $5.82M | Sell |
150,882
-43,351
| -22% | -$1.67M | 3.14% | 9 |
|
|
2015
Q3 | $6.98M | Sell |
194,233
-24,024
| -11% | -$864K | 3.28% | 12 |
|
|
2015
Q2 | $8.36M | Sell |
218,257
-10,598
| -5% | -$406K | 3.66% | 10 |
|
|
2015
Q1 | $9.02M | Sell |
228,855
-22,091
| -9% | -$871K | 3.84% | 8 |
|
|
2014
Q4 | $10M | Buy |
250,946
+295
| +0.1% | +$11.8K | 4.31% | 8 |
|
|
2014
Q3 | $9.67M | Sell |
250,651
-11,033
| -4% | -$425K | 4.61% | 7 |
|
|
2014
Q2 | $10M | Buy |
261,684
+26,960
| +11% | +$1.03M | 4.79% | 7 |
|
|
2014
Q1 | $8.65M | Buy |
234,724
+11,236
| +5% | +$414K | 4.24% | 6 |
|
|
2013
Q4 | $8.19M | Buy |
+223,488
| New | +$8.19M | 4.01% | 6 |
|