Capital Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-77,322
| Closed | -$1.95M | – | 55 |
|
|
2022
Q4 | $1.95M | Sell |
77,322
-255
| -0.3% | -$6.42K | 1.32% | 24 |
|
|
2022
Q3 | $1.72M | Buy |
77,577
+6,294
| +9% | +$139K | 1.33% | 22 |
|
|
2022
Q2 | $1.7M | Sell |
71,283
-228
| -0.3% | -$5.44K | 1.26% | 25 |
|
|
2022
Q1 | $1.88M | Buy |
71,511
+26,892
| +60% | +$707K | 1.27% | 24 |
|
|
2021
Q4 | $1.2M | Buy |
+44,619
| New | +$1.2M | 0.84% | 28 |
|