Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $7.31K | Hold |
282
| – | – | ﹤0.01% | 451 |
|
|
2024
Q1 | $7.58K | Hold |
282
| – | – | ﹤0.01% | 442 |
|
|
2023
Q4 | $7.16K | Hold |
282
| – | – | ﹤0.01% | 436 |
|
|
2023
Q3 | $6.65K | Hold |
282
| – | – | ﹤0.01% | 425 |
|
|
2023
Q2 | $6.83K | Hold |
282
| – | – | ﹤0.01% | 425 |
|
|
2023
Q1 | $6.88K | Hold |
282
| – | – | ﹤0.01% | 425 |
|
|
2022
Q4 | $7.1K | Sell |
282
-300
| -52% | -$7.55K | ﹤0.01% | 413 |
|
|
2022
Q3 | $13K | Buy |
582
+300
| +106% | +$6.7K | ﹤0.01% | 358 |
|
|
2022
Q2 | $7K | Hold |
282
| – | – | ﹤0.01% | 445 |
|
|
2022
Q1 | $7K | Hold |
282
| – | – | ﹤0.01% | 499 |
|
|
2021
Q4 | $8K | Hold |
282
| – | – | ﹤0.01% | 485 |
|
|
2021
Q3 | $7K | Hold |
282
| – | – | ﹤0.01% | 614 |
|
|
2021
Q2 | $7K | Hold |
282
| – | – | ﹤0.01% | 657 |
|
|
2021
Q1 | $7K | Hold |
282
| – | – | ﹤0.01% | 632 |
|
|
2020
Q4 | $6K | Hold |
282
| – | – | ﹤0.01% | 620 |
|
|
2020
Q3 | $5K | Hold |
282
| – | – | ﹤0.01% | 594 |
|
|
2020
Q2 | $5K | Hold |
282
| – | – | ﹤0.01% | 581 |
|
|
2020
Q1 | $4K | Hold |
282
| – | – | ﹤0.01% | 568 |
|
|
2019
Q4 | $5K | Hold |
282
| – | – | ﹤0.01% | 603 |
|
|
2019
Q3 | $5K | Hold |
282
| – | – | ﹤0.01% | 571 |
|
|
2019
Q2 | $5K | Hold |
282
| – | – | ﹤0.01% | 606 |
|
|
2019
Q1 | $5K | Hold |
282
| – | – | ﹤0.01% | 605 |
|
|
2018
Q4 | $4K | Hold |
282
| – | – | ﹤0.01% | 617 |
|
|
2018
Q3 | $5K | Hold |
282
| – | – | ﹤0.01% | 619 |
|
|
2018
Q2 | $5K | Hold |
282
| – | – | ﹤0.01% | 621 |
|
|
2018
Q1 | $5K | Buy |
+282
| New | +$5K | ﹤0.01% | 605 |
|