Leo H. Evart Inc’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
Q3 | $8.38M | Sell |
355,149
-37,878
| -10% | -$893K | 12.85% | 1 |
|
|
2023
Q2 | $9.51M | Sell |
393,027
-5,586
| -1% | -$135K | 13.2% | 1 |
|
|
2023
Q1 | $9.72M | Sell |
398,613
-32,112
| -7% | -$783K | 14.19% | 1 |
|
|
2022
Q4 | $10.8M | Sell |
430,725
-10,089
| -2% | -$254K | 16.4% | 1 |
|
|
2022
Q3 | $9.76M | Sell |
440,814
-1,128
| -0.3% | -$25K | 14.87% | 1 |
|
|
2022
Q2 | $10.6M | Sell |
441,942
-57
| -0% | -$1.36K | 12.83% | 2 |
|
|
2022
Q1 | $11.6M | Buy |
441,999
+10,539
| +2% | +$277K | 12.02% | 3 |
|
|
2021
Q4 | $11.6M | Buy |
+431,460
| New | +$11.6M | 11.32% | 2 |
|