Family Asset 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
2024
Q3
$15.4K Sell
546
-1,266
-70% -$35.8K 0.01% 171
2024
Q2
$47K Buy
1,812
+1,719
+1,848% +$44.6K 0.03% 143
2024
Q1
$2.51K Hold
93
﹤0.01% 175
2023
Q4
$2.35K Buy
+93
New +$2.35K ﹤0.01% 175