Gupta Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.09M | Buy |
81,753
+39,780
| +95% | +$531K | 0.26% | 85 |
|
|
2015
Q4 | $539K | Buy |
41,973
+3,135
| +8% | +$40.3K | 0.14% | 138 |
|
|
2015
Q3 | $465K | Buy |
38,838
+1,545
| +4% | +$18.5K | 0.11% | 144 |
|
|
2015
Q2 | $476K | Buy |
37,293
+903
| +2% | +$11.5K | 0.12% | 152 |
|
|
2015
Q1 | $478K | Buy |
+36,390
| New | +$478K | 0.14% | 133 |
|