Friedenthal Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-58,515
| Closed | -$850K | – | 49 |
|
|
2016
Q4 | $850K | Buy |
58,515
+555
| +1% | +$8.06K | 0.78% | 34 |
|
|
2016
Q3 | $817K | Buy |
+57,960
| New | +$817K | 0.71% | 27 |
|
|
2015
Q2 | – | Sell |
-68,640
| Closed | -$902K | – | 48 |
|
|
2015
Q1 | $902K | Sell |
68,640
-28,989
| -30% | -$381K | 0.76% | 21 |
|
|
2014
Q4 | $1.3M | Buy |
+97,629
| New | +$1.3M | 1.1% | 17 |
|
|
2014
Q1 | – | Sell |
-64,197
| Closed | -$784K | – | 39 |
|
|
2013
Q4 | $784K | Buy |
+64,197
| New | +$784K | 0.73% | 18 |
|