First Capital Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $9.68K | Hold |
399
| – | – | 0.01% | 556 |
|
|
2023
Q1 | $9.75K | Sell |
399
-282
| -41% | -$6.89K | 0.01% | 191 |
|
|
2022
Q4 | $17.2K | Buy |
681
+636
| +1,413% | +$16K | 0.01% | 195 |
|
|
2022
Q3 | $1K | Buy |
+45
| New | +$1K | ﹤0.01% | 211 |
|
|
2018
Q2 | – | Sell |
-2,814
| Closed | -$46K | – | 651 |
|
|
2018
Q1 | $46K | Buy |
+2,814
| New | +$46K | 0.03% | 280 |
|