Liberty Wealth Management’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
Q3 | – | Sell |
-157,785
| Closed | -$68K | – | 253 |
|
|
2024
Q2 | $68K | Buy |
+157,785
| New | +$68K | 0.01% | 210 |
|
|
2023
Q2 | – | Sell |
-21,105
| Closed | -$503K | – | 224 |
|
|
2023
Q1 | $503K | Buy |
+21,105
| New | +$503K | 0.1% | 127 |
|
|
2022
Q1 | – | Sell |
-8,193
| Closed | -$220 | – | 179 |
|
|
2021
Q4 | $220 | Buy |
+8,193
| New | +$220 | 0.01% | 152 |
|
|
2020
Q2 | – | Sell |
-2,352
| Closed | -$35K | – | 967 |
|
|
2020
Q1 | $35K | Hold |
2,352
| – | – | 0.03% | 257 |
|
|
2019
Q4 | $45K | Hold |
2,352
| – | – | 0.04% | 267 |
|
|
2019
Q3 | $43K | Buy |
+2,352
| New | +$43K | 0.04% | 254 |
|