Clearshares’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $5.25M | Hold |
212,127
| – | – | 3.94% | 8 |
|
|
2021
Q3 | $5.25M | Buy |
212,127
+5,142
| +2% | +$127K | 3.94% | 8 |
|
|
2021
Q2 | $5.22M | Buy |
206,985
+2,616
| +1% | +$65.9K | 4.05% | 9 |
|
|
2021
Q1 | $4.97M | Buy |
+204,369
| New | +$4.97M | 4.02% | 9 |
|
|
2020
Q3 | $1.62M | Hold |
87,972
| – | – | 1.41% | 27 |
|
|
2020
Q2 | $1.5M | Hold |
87,972
| – | – | 1.2% | 29 |
|
|
2020
Q1 | $1.32M | Buy |
+87,972
| New | +$1.32M | 1.86% | 21 |
|