Elmwood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-3,669
| Closed | -$60K | – | 326 |
|
|
2020
Q1 | $60K | Buy |
+3,669
| New | +$60K | 0.06% | 118 |
|
|
2019
Q4 | – | Sell |
-675
| Closed | -$12K | – | 214 |
|
|
2019
Q3 | $12K | Sell |
675
-2,064
| -75% | -$36.7K | 0.01% | 173 |
|
|
2019
Q2 | $48K | Hold |
2,739
| – | – | 0.04% | 128 |
|
|
2019
Q1 | $48K | Sell |
2,739
-930
| -25% | -$16.3K | 0.04% | 124 |
|
|
2018
Q4 | $57K | Hold |
3,669
| – | – | 0.06% | 123 |
|
|
2018
Q3 | $64.8K | Hold |
3,669
| – | – | 0.05% | 128 |
|
|
2018
Q2 | $60.3K | Hold |
3,669
| – | – | 0.05% | 124 |
|
|
2018
Q1 | $60K | Buy |
+3,669
| New | +$60K | 0.06% | 118 |
|