IWA
Intercontinental Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $285K | Buy |
3,930
+630
| +19% | +$45.8K | 0.07% | 264 |
|
|
2023
Q1 | $241K | Hold |
3,300
| – | – | 0.06% | 284 |
|
|
2022
Q4 | $249K | Hold |
3,300
| – | – | 0.07% | 249 |
|
|
2022
Q3 | $219K | Hold |
3,300
| – | – | 0.07% | 250 |
|
|
2022
Q2 | $236K | Hold |
3,300
| – | – | 0.06% | 259 |
|
|
2022
Q1 | $260K | Hold |
3,300
| – | – | 0.06% | 255 |
|
|
2021
Q4 | $267K | Hold |
3,300
| – | – | 0.06% | 259 |
|
|
2021
Q3 | $245K | Hold |
3,300
| – | – | 0.06% | 258 |
|
|
2021
Q2 | $250K | Hold |
3,300
| – | – | 0.05% | 258 |
|
|
2021
Q1 | $241K | Hold |
3,300
| – | – | 0.05% | 244 |
|
|
2020
Q4 | $212K | Buy |
+3,300
| New | +$212K | 0.05% | 240 |
|
|
2020
Q1 | – | Sell |
-3,300
| Closed | -$194K | – | 278 |
|
|
2019
Q4 | $194K | Sell |
3,300
-400
| -11% | -$23.5K | 0.16% | 111 |
|
|
2019
Q3 | $203K | Sell |
3,700
-100
| -3% | -$5.49K | 0.12% | 128 |
|
|
2019
Q2 | $202K | Hold |
3,800
| – | – | 0.1% | 122 |
|
|
2019
Q1 | $199K | Sell |
3,800
-400
| -10% | -$20.9K | 0.1% | 129 |
|
|
2018
Q4 | $197K | Buy |
+4,200
| New | +$197K | 0.11% | 124 |
|