Insight Wealth Strategies’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-7,110
| Closed | -$200K | – | 171 |
|
|
2024
Q3 | $200K | Buy |
+7,110
| New | +$200K | 0.03% | 159 |
|
|
2023
Q2 | – | Sell |
-15,840
| Closed | -$386K | – | 140 |
|
|
2023
Q1 | $386K | Buy |
15,840
+81
| +0.5% | +$1.98K | 0.08% | 119 |
|
|
2022
Q4 | $397K | Sell |
15,759
-3,486
| -18% | -$87.8K | 0.08% | 113 |
|
|
2022
Q3 | $460K | Hold |
19,245
| – | – | 0.09% | 115 |
|
|
2022
Q2 | $460K | Buy |
19,245
+9,756
| +103% | +$233K | 0.09% | 115 |
|
|
2022
Q1 | $249K | Buy |
+9,489
| New | +$249K | 0.04% | 144 |
|