Ciovacco Capital 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
Q4 | – | Sell |
-8,175
| Closed | -$230K | – | 23 |
|
|
2024
Q3 | $230K | Buy |
+8,175
| New | +$230K | 0.13% | 26 |
|
|
2023
Q1 | – | Sell |
-69,801
| Closed | -$1.76M | – | 24 |
|
|
2022
Q4 | $1.76M | Sell |
69,801
-393
| -0.6% | -$9.89K | 9.09% | 5 |
|
|
2022
Q3 | $1.55M | Sell |
70,194
-3,684
| -5% | -$81.6K | 7.57% | 6 |
|
|
2022
Q2 | $1.76M | Buy |
73,878
+54,537
| +282% | +$1.3M | 5.19% | 9 |
|
|
2022
Q1 | $509K | Buy |
19,341
+3,504
| +22% | +$92.2K | 0.45% | 14 |
|
|
2021
Q4 | $427K | Sell |
15,837
-117
| -0.7% | -$3.16K | 0.26% | 21 |
|
|
2021
Q3 | $395K | Sell |
15,954
-46,593
| -74% | -$1.15M | 0.27% | 23 |
|
|
2021
Q2 | $1.58M | Buy |
+62,547
| New | +$1.58M | 1.13% | 17 |
|