JDM Financial Group’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
Q3 | – | Sell |
-1,869
| Closed | -$48.5K | – | 416 |
|
|
2024
Q2 | $48.5K | Hold |
1,869
| – | – | 0.03% | 80 |
|
|
2024
Q1 | $50.3K | Buy |
1,869
+6
| +0.3% | +$161 | 0.04% | 71 |
|
|
2023
Q4 | $47.3K | Buy |
1,863
+6
| +0.3% | +$152 | 0.04% | 67 |
|
|
2023
Q3 | $43.8K | Buy |
1,857
+6
| +0.3% | +$142 | 0.04% | 68 |
|
|
2023
Q2 | $44.8K | Buy |
1,851
+9
| +0.5% | +$218 | 0.04% | 72 |
|
|
2023
Q1 | $44.9K | Buy |
1,842
+15
| +0.8% | +$366 | 0.04% | 72 |
|
|
2022
Q4 | $46K | Buy |
+1,827
| New | +$46K | 0.04% | 69 |
|