Elwood & Goetz Wealth Advisory Group’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
Q1 | – | Sell |
-202,923
| Closed | -$3.92M | – | 34 |
|
|
2019
Q4 | $3.92M | Sell |
202,923
-1,422
| -0.7% | -$27.5K | 2.81% | 8 |
|
|
2019
Q3 | $3.73M | Sell |
204,345
-2,619
| -1% | -$47.8K | 2.95% | 8 |
|
|
2019
Q2 | $3.66M | Sell |
206,964
-13,218
| -6% | -$234K | 3.14% | 8 |
|
|
2019
Q1 | $3.84M | Sell |
220,182
-831
| -0.4% | -$14.5K | 3.53% | 8 |
|
|
2018
Q4 | $3.46M | Buy |
+221,013
| New | +$3.46M | 3.66% | 8 |
|