ETIA
Epic Trust Investment Advisors’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 |
-6,553
| Closed | -$479K | – | 114 |
|
|
2023
Q1 | $479K | Buy |
6,553
+3,485
| +114% | +$255K | 0.58% | 46 |
|
|
2022
Q4 | $232K | Sell |
3,068
-2,448
| -44% | -$185K | 0.35% | 84 |
|
|
2022
Q3 | $366K | Buy |
5,516
+201
| +4% | +$13.3K | 0.51% | 57 |
|
|
2022
Q2 | $381K | Buy |
5,315
+440
| +9% | +$31.5K | 0.72% | 38 |
|
|
2022
Q1 | $385K | Sell |
4,875
-1,260
| -21% | -$99.5K | 0.6% | 35 |
|
|
2021
Q4 | $496K | Buy |
+6,135
| New | +$496K | 0.72% | 33 |
|