Financial Partners Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $3.37M | Buy |
133,896
+8,154
| +6% | +$205K | 0.75% | 39 |
|
|
2022
Q3 | $2.78M | Buy |
125,742
+3,312
| +3% | +$73.3K | 0.66% | 43 |
|
|
2022
Q2 | $2.92M | Buy |
122,430
+2,043
| +2% | +$48.8K | 0.63% | 47 |
|
|
2022
Q1 | $3.17M | Buy |
120,387
+26,835
| +29% | +$706K | 0.59% | 47 |
|
|
2021
Q4 | $2.52M | Buy |
93,552
+40,173
| +75% | +$1.08M | 0.45% | 52 |
|
|
2021
Q3 | $1.32M | Buy |
53,379
+25,659
| +93% | +$635K | 0.24% | 68 |
|
|
2021
Q2 | $699K | Buy |
+27,720
| New | +$699K | 0.13% | 83 |
|