LYV
Live Your Vision’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $4.26M | Buy |
78,023
+5,952
| +8% | +$325K | 1.29% | 18 |
|
|
2018
Q4 | $3.49M | Buy |
72,071
+1,028
| +1% | +$49.8K | 1.17% | 21 |
|
|
2018
Q3 | $3.77M | Buy |
71,043
+4,623
| +7% | +$245K | 1.2% | 20 |
|
|
2018
Q2 | $3.33M | Buy |
66,420
+1,199
| +2% | +$60.1K | 1.1% | 21 |
|
|
2018
Q1 | $3.2M | Buy |
65,221
+219
| +0.3% | +$10.8K | 1.08% | 21 |
|
|
2017
Q4 | $3.47M | Sell |
65,002
-12,413
| -16% | -$663K | 1.16% | 21 |
|
|
2017
Q3 | $3.62M | Sell |
77,415
-571
| -0.7% | -$26.7K | 1.29% | 21 |
|
|
2017
Q2 | $3.58M | Sell |
77,986
-249
| -0.3% | -$11.4K | 1.33% | 20 |
|
|
2017
Q1 | $3.49M | Sell |
78,235
-6,146
| -7% | -$274K | 1.37% | 23 |
|
|
2016
Q4 | $3.68M | Sell |
84,381
-9,864
| -10% | -$430K | 1.56% | 20 |
|
|
2016
Q3 | $3.99M | Sell |
94,245
-1,110
| -1% | -$47K | 1.7% | 22 |
|
|
2016
Q2 | $3.95M | Sell |
95,355
-7,346
| -7% | -$304K | 1.8% | 20 |
|
|
2016
Q1 | $4.12M | Sell |
102,701
-2,748
| -3% | -$110K | 1.95% | 16 |
|
|
2015
Q4 | $4.07M | Sell |
105,449
-18,867
| -15% | -$727K | 1.95% | 18 |
|
|
2015
Q3 | $4.47M | Sell |
124,316
-1,019
| -0.8% | -$36.6K | 2.1% | 16 |
|
|
2015
Q2 | $4.83M | Sell |
125,335
-16,722
| -12% | -$645K | 2.24% | 15 |
|
|
2015
Q1 | $5.6M | Buy |
142,057
+7,356
| +5% | +$290K | 2.66% | 9 |
|
|
2014
Q4 | $5.33M | Buy |
134,701
+16,387
| +14% | +$649K | 2.65% | 12 |
|
|
2014
Q3 | $4.39M | Sell |
118,314
-1,804
| -2% | -$66.9K | 2.31% | 15 |
|
|
2014
Q2 | $4.6M | Buy |
120,118
+11,450
| +11% | +$438K | 2.41% | 13 |
|
|
2014
Q1 | $4M | Buy |
108,668
+13,134
| +14% | +$484K | 2.12% | 13 |
|
|
2013
Q4 | $3.5M | Buy |
95,534
+10,669
| +13% | +$391K | 1.93% | 15 |
|
|
2013
Q3 | $2.86M | Buy |
84,865
+3,157
| +4% | +$106K | 1.65% | 15 |
|
|
2013
Q2 | $2.75M | Buy |
+81,708
| New | +$2.75M | 1.64% | 15 |
|