Kistler-Tiffany Companies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $754K | Sell |
31,158
-2,229
| -7% | -$54K | 0.12% | 141 |
|
|
2023
Q1 | $814K | Sell |
33,387
-4,884
| -13% | -$119K | 0.15% | 109 |
|
|
2022
Q4 | $964K | Sell |
38,271
-25,575
| -40% | -$644K | 0.2% | 95 |
|
|
2022
Q3 | $1.41M | Sell |
63,846
-3,240
| -5% | -$71.8K | 0.32% | 57 |
|
|
2022
Q2 | $1.6M | Buy |
67,086
+2,325
| +4% | +$55.5K | 0.35% | 49 |
|
|
2022
Q1 | $1.7M | Sell |
64,761
-3,600
| -5% | -$94.7K | 0.32% | 56 |
|
|
2021
Q4 | $1.84M | Sell |
68,361
-9,756
| -12% | -$263K | 0.36% | 49 |
|
|
2021
Q3 | $1.93M | Buy |
78,117
+6,219
| +9% | +$154K | 0.44% | 43 |
|
|
2021
Q2 | $1.81M | Buy |
+71,898
| New | +$1.81M | 0.42% | 44 |
|