Heritage Wealth Management (Arizona)’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
Q4 | $250K | Buy |
9,942
+7,086
| +248% | +$178K | 0.04% | 310 |
|
|
2022
Q3 | $63K | Buy |
2,856
+2,151
| +305% | +$47.4K | 0.02% | 374 |
|
|
2022
Q2 | $16.8K | Hold |
705
| – | – | 0.01% | 568 |
|
|
2022
Q1 | $19K | Buy |
+705
| New | +$19K | 0.01% | 613 |
|
|
2021
Q3 | $17K | Hold |
705
| – | – | 0.01% | 583 |
|
|
2021
Q2 | $18K | Buy |
+705
| New | +$18K | 0.01% | 579 |
|