HC Financial Advisors’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
Q2 | $223K | Hold |
9,339
| – | – | 0.15% | 75 |
|
|
2022
Q1 | $246K | Buy |
9,339
+39
| +0.4% | +$1.03K | 0.15% | 76 |
|
|
2021
Q4 | $251K | Hold |
9,300
| – | – | 0.14% | 76 |
|
|
2021
Q3 | $230K | Hold |
9,300
| – | – | 0.14% | 78 |
|
|
2021
Q2 | $234K | Hold |
9,300
| – | – | 0.14% | 78 |
|
|
2021
Q1 | $226K | Hold |
9,300
| – | – | 0.14% | 72 |
|
|
2020
Q4 | $199K | Buy |
+9,300
| New | +$199K | 0.13% | 76 |
|
|
2020
Q2 | – | Sell |
-303
| Closed | -$5K | – | 387 |
|
|
2020
Q1 | $5K | Buy |
+303
| New | +$5K | ﹤0.01% | 299 |
|