Danda Trouve Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $29K | Buy |
1,326
+1,011
| +321% | +$22.1K | 0.05% | 58 |
|
|
2022
Q2 | $8K | Hold |
315
| – | – | 0.01% | 70 |
|
|
2022
Q1 | $8K | Hold |
315
| – | – | 0.01% | 86 |
|
|
2021
Q4 | $8K | Sell |
315
-630
| -67% | -$16K | 0.01% | 106 |
|
|
2021
Q3 | $23K | Hold |
945
| – | – | 0.03% | 101 |
|
|
2021
Q2 | $24K | Buy |
945
+900
| +2,000% | +$22.9K | 0.03% | 88 |
|
|
2021
Q1 | $1K | Sell |
45
-36
| -44% | -$800 | ﹤0.01% | 124 |
|
|
2020
Q4 | $2K | Hold |
81
| – | – | ﹤0.01% | 160 |
|
|
2020
Q3 | $2K | Hold |
81
| – | – | ﹤0.01% | 133 |
|
|
2020
Q2 | $1K | Hold |
81
| – | – | ﹤0.01% | 138 |
|
|
2020
Q1 | $1K | Sell |
81
-55,596
| -100% | -$686K | ﹤0.01% | 148 |
|
|
2019
Q4 | $1.08M | Buy |
+55,677
| New | +$1.08M | 1.55% | 21 |
|