Kades & Cheifetz’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
Q4 | $16.1M | Sell |
589,033
-3,962
| -0.7% | -$108K | 8.24% | 1 |
|
|
2024
Q3 | $16.7M | Buy |
592,995
+8,367
| +1% | +$236K | 9.57% | 1 |
|
|
2024
Q2 | $15.2M | Sell |
584,628
-5,997
| -1% | -$155K | 9.53% | 1 |
|
|
2024
Q1 | $15.9M | Buy |
590,625
+13,719
| +2% | +$369K | 10.16% | 1 |
|
|
2023
Q4 | $14.6M | Buy |
576,906
+342
| +0.1% | +$8.68K | 10.38% | 1 |
|
|
2023
Q3 | $13.6M | Sell |
576,564
-4,353
| -0.7% | -$103K | 10.77% | 1 |
|
|
2023
Q2 | $14.1M | Sell |
580,917
-288
| -0% | -$6.97K | 10.78% | 1 |
|
|
2023
Q1 | $14.2M | Sell |
581,205
-5,901
| -1% | -$144K | 11.17% | 1 |
|
|
2022
Q4 | $14.8M | Buy |
+587,106
| New | +$14.8M | 12.36% | 1 |
|