HawsGoodwin Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $601K | Hold |
22,308
| – | – | 0.18% | 79 |
|
|
2021
Q3 | $552K | Hold |
22,308
| – | – | 0.17% | 79 |
|
|
2021
Q2 | $562K | Hold |
22,308
| – | – | 0.17% | 79 |
|
|
2021
Q1 | $542K | Sell |
22,308
-255
| -1% | -$6.2K | 0.17% | 78 |
|
|
2020
Q4 | $482K | Hold |
22,563
| – | – | 0.15% | 72 |
|
|
2020
Q3 | $416K | Buy |
22,563
+1,635
| +8% | +$30.1K | 0.15% | 67 |
|
|
2020
Q2 | $361K | Sell |
20,928
-30,066
| -59% | -$519K | 0.14% | 69 |
|
|
2020
Q1 | $765K | Sell |
50,994
-63
| -0.1% | -$945 | 0.39% | 63 |
|
|
2019
Q4 | $986K | Buy |
+51,057
| New | +$986K | 0.51% | 59 |
|