CI
Chartist Inc’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,275
| Closed | -$495K | – | 29 |
|
|
2022
Q1 | $495K | Sell |
6,275
-3,071
| -33% | -$242K | 0.23% | 17 |
|
|
2021
Q4 | $755K | Hold |
9,346
| – | – | 0.32% | 14 |
|
|
2021
Q3 | $694K | Sell |
9,346
-5,280
| -36% | -$392K | 0.33% | 14 |
|
|
2021
Q2 | $1.11M | Buy |
+14,626
| New | +$1.11M | 0.51% | 10 |
|