BWIA
Bryant Woods Investment Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,220
| Closed | -$511K | – | 49 |
|
|
2024
Q2 | $511K | Buy |
+7,220
| New | +$511K | 0.37% | 27 |
|
|
2023
Q4 | – | Sell |
-7,220
| Closed | -$511K | – | 45 |
|
|
2023
Q3 | $511K | Buy |
7,220
+37
| +0.5% | +$2.62K | 0.37% | 27 |
|
|
2023
Q2 | $522K | Buy |
7,183
+4
| +0.1% | +$290 | 0.37% | 29 |
|
|
2023
Q1 | $525K | Buy |
7,179
+20
| +0.3% | +$1.46K | 0.41% | 27 |
|
|
2022
Q4 | $541K | Hold |
7,159
| – | – | 0.46% | 25 |
|
|
2022
Q3 | $476K | Hold |
7,159
| – | – | 0.45% | 27 |
|
|
2022
Q2 | $513K | Hold |
7,159
| – | – | 0.48% | 26 |
|
|
2022
Q1 | $565K | Hold |
7,159
| – | – | 0.46% | 25 |
|
|
2021
Q4 | $579K | Buy |
+7,159
| New | +$579K | 0.45% | 25 |
|