Dechtman Wealth 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 | $1.52M | Buy |
55,540
+517
| +0.9% | +$14.1K | 0.29% | 18 |
|
|
2024
Q3 | $1.55M | Buy |
55,023
+1,062
| +2% | +$29.9K | 0.32% | 19 |
|
|
2024
Q2 | $1.4M | Sell |
53,961
-1,327,818
| -96% | -$34.4M | 0.31% | 19 |
|
|
2024
Q1 | $37.1M | Sell |
1,381,779
-296,997
| -18% | -$7.98M | 8.66% | 4 |
|
|
2023
Q4 | $42.6M | Sell |
1,678,776
-1,313,148
| -44% | -$33.3M | 11.2% | 3 |
|
|
2023
Q3 | $70.6M | Sell |
2,991,924
-277,125
| -8% | -$6.54M | 20.9% | 2 |
|
|
2023
Q2 | $79.1M | Buy |
+3,269,049
| New | +$79.1M | 23.56% | 2 |
|