HWMG
Hurlow Wealth Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-3,726
| Closed | -$206K | – | 95 |
|
|
2020
Q3 | $206K | Sell |
3,726
-1,409
| -27% | -$77.9K | 0.19% | 86 |
|
|
2020
Q2 | $265K | Sell |
5,135
-20,173
| -80% | -$1.04M | 0.26% | 73 |
|
|
2020
Q1 | $1.22M | Buy |
25,308
+1,780
| +8% | +$85.8K | 1.31% | 18 |
|
|
2019
Q4 | $1.37M | Sell |
23,528
-1,607
| -6% | -$93.8K | 1.35% | 17 |
|
|
2019
Q3 | $1.37M | Sell |
25,135
-1,715
| -6% | -$93.2K | 1.45% | 16 |
|
|
2019
Q2 | $1.45M | Buy |
26,850
+866
| +3% | +$46.8K | 1.52% | 15 |
|
|
2019
Q1 | $1.4M | Sell |
25,984
-424
| -2% | -$22.9K | 1.5% | 15 |
|
|
2018
Q4 | $1.29M | Buy |
+26,408
| New | +$1.29M | 1.56% | 14 |
|