Byrne Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,481
| Closed | -$141K | – | 567 |
|
|
2024
Q2 | $141K | Buy |
+5,481
| New | +$141K | 0.1% | 131 |
|
|
2024
Q1 | – | Sell |
-5,481
| Closed | -$139K | – | 134 |
|
|
2023
Q4 | $139K | Hold |
5,481
| – | – | 0.11% | 127 |
|
|
2023
Q3 | $129K | Buy |
+5,481
| New | +$129K | 0.11% | 126 |
|
|
2023
Q2 | – | Sell |
-6,426
| Closed | -$157K | – | 165 |
|
|
2023
Q1 | $157K | Buy |
6,426
+5,481
| +580% | +$134K | 0.11% | 143 |
|
|
2022
Q4 | $23.8K | Buy |
+945
| New | +$23.8K | 0.02% | 300 |
|