DWMG
DB Wealth Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $151K | Hold |
1,981
| – | – | 0.09% | 100 |
|
|
2023
Q3 | $140K | Hold |
1,981
| – | – | 0.09% | 99 |
|
|
2023
Q2 | $144K | Hold |
1,981
| – | – | 0.09% | 93 |
|
|
2023
Q1 | $145K | Hold |
1,981
| – | – | 0.09% | 90 |
|
|
2022
Q4 | $150K | Hold |
1,981
| – | – | 0.1% | 86 |
|
|
2022
Q3 | $132K | Hold |
1,981
| – | – | 0.09% | 94 |
|
|
2022
Q2 | $142K | Hold |
1,981
| – | – | 0.1% | 91 |
|
|
2022
Q1 | $156K | Hold |
1,981
| – | – | 0.09% | 97 |
|
|
2021
Q4 | $160K | Hold |
1,981
| – | – | 0.09% | 97 |
|
|
2021
Q3 | $147K | Hold |
1,981
| – | – | 0.09% | 101 |
|
|
2021
Q2 | $150K | Hold |
1,981
| – | – | 0.1% | 100 |
|
|
2021
Q1 | $144K | Hold |
1,981
| – | – | 0.1% | 96 |
|
|
2020
Q4 | $127K | Buy |
+1,981
| New | +$127K | 0.09% | 101 |
|