DACG
Donor Advised Charitable Giving’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-2,770
| Closed | -$203K | – | 38 |
|
|
2023
Q1 | $203K | Buy |
2,770
+23
| +0.8% | +$1.68K | 0.02% | 46 |
|
|
2022
Q4 | $207K | Buy |
+2,747
| New | +$207K | 0.03% | 42 |
|
|
2022
Q2 | – | Sell |
-2,671
| Closed | -$211K | – | 46 |
|
|
2022
Q1 | $211K | Buy |
2,671
+17
| +0.6% | +$1.34K | 0.02% | 50 |
|
|
2021
Q4 | $215K | Buy |
+2,654
| New | +$215K | 0.02% | 48 |
|