DCM Advisors’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
Q2 | – | Sell |
-8,403
| Closed | -$226K | – | 72 |
|
|
2024
Q1 | $226K | Hold |
8,403
| – | – | 0.09% | 73 |
|
|
2023
Q4 | $213K | Buy |
+8,403
| New | +$213K | 0.08% | 112 |
|
|
2023
Q3 | – | Sell |
-8,403
| Closed | -$203K | – | 79 |
|
|
2023
Q2 | $203K | Hold |
8,403
| – | – | 0.09% | 76 |
|
|
2023
Q1 | $205K | Hold |
8,403
| – | – | 0.1% | 72 |
|
|
2022
Q4 | $212K | Buy |
+8,403
| New | +$212K | 0.1% | 70 |
|