Lehman & Derafelo Financial Resources’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $1.58M | Buy |
62,652
+2,100
| +3% | +$52.9K | 0.47% | 33 |
|
|
2022
Q3 | $1.34M | Hold |
60,552
| – | – | 0.42% | 32 |
|
|
2022
Q2 | $1.45M | Sell |
60,552
-600
| -1% | -$14.3K | 0.45% | 32 |
|
|
2022
Q1 | $1.61M | Sell |
61,152
-3,000
| -5% | -$78.9K | 0.45% | 38 |
|
|
2021
Q4 | $1.73M | Hold |
64,152
| – | – | 0.52% | 32 |
|
|
2021
Q3 | $1.59M | Sell |
64,152
-2,100
| -3% | -$52K | 0.52% | 33 |
|
|
2021
Q2 | $1.67M | Hold |
66,252
| – | – | 0.46% | 34 |
|
|
2021
Q1 | $1.61M | Hold |
66,252
| – | – | 0.45% | 34 |
|
|
2020
Q4 | $1.42M | Buy |
66,252
+2,100
| +3% | +$44.9K | 0.42% | 38 |
|
|
2020
Q3 | $1.18M | Hold |
64,152
| – | – | 0.38% | 41 |
|
|
2020
Q2 | $1.11M | Sell |
64,152
-3,300
| -5% | -$56.9K | 0.39% | 42 |
|
|
2020
Q1 | $1.01M | Sell |
67,452
-4,200
| -6% | -$63K | 0.42% | 40 |
|
|
2019
Q4 | $1.38M | Hold |
71,652
| – | – | 0.5% | 39 |
|
|
2019
Q3 | $1.31M | Sell |
71,652
-114
| -0.2% | -$2.08K | 0.5% | 36 |
|
|
2019
Q2 | $1.29M | Hold |
71,766
| – | – | 0.52% | 34 |
|
|
2019
Q1 | $1.25M | Hold |
71,766
| – | – | 0.54% | 34 |
|
|
2018
Q4 | $1.12M | Buy |
+71,766
| New | +$1.12M | 0.56% | 31 |
|