DY
Dowling & Yahnke’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $283K | Hold |
4,267
| – | – | 0.01% | 323 |
|
|
2022
Q2 | $306K | Buy |
4,267
+1
| +0% | +$72 | 0.01% | 311 |
|
|
2022
Q1 | $337K | Buy |
4,266
+500
| +13% | +$39.5K | 0.01% | 301 |
|
|
2021
Q4 | $304K | Buy |
3,766
+853
| +29% | +$68.9K | 0.01% | 320 |
|
|
2021
Q3 | $216K | Hold |
2,913
| – | – | 0.01% | 349 |
|
|
2021
Q2 | $220K | Buy |
+2,913
| New | +$220K | 0.01% | 339 |
|