Leo Brokerage’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 | $9.38M | Sell |
387,600
-10,698
| -3% | -$259K | 1.07% | 17 |
|
|
2023
Q1 | $9.71M | Buy |
+398,298
| New | +$9.71M | 1.45% | 15 |
|
|
2022
Q2 | $9.72M | Buy |
407,082
+135,948
| +50% | +$3.25M | 2.62% | 8 |
|
|
2022
Q1 | $7.13M | Buy |
+271,134
| New | +$7.13M | 1.14% | 16 |
|
|
2021
Q3 | $18.2M | Buy |
736,455
+247,725
| +51% | +$6.13M | 3.37% | 6 |
|
|
2021
Q2 | $12.3M | Buy |
488,730
+12,252
| +3% | +$309K | 2.47% | 9 |
|
|
2021
Q1 | $11.6M | Buy |
476,478
+81,177
| +21% | +$1.97M | 3.28% | 6 |
|
|
2020
Q4 | $8.45M | Sell |
395,301
-116,607
| -23% | -$2.49M | 2.72% | 10 |
|
|
2020
Q3 | $8.83M | Buy |
+511,908
| New | +$8.83M | 3.65% | 6 |
|