Loveless 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $2.77M | Buy |
116,163
+3,960
| +4% | +$94.6K | 1.82% | 12 |
|
|
2022
Q1 | $2.95M | Buy |
112,203
+6,501
| +6% | +$171K | 1.67% | 14 |
|
|
2021
Q4 | $2.85M | Buy |
105,702
+7,578
| +8% | +$204K | 1.56% | 18 |
|
|
2021
Q3 | $2.43M | Buy |
98,124
+5,355
| +6% | +$133K | 1.48% | 21 |
|
|
2021
Q2 | $2.34M | Buy |
92,769
+8,898
| +11% | +$224K | 1.42% | 24 |
|
|
2021
Q1 | $2.04M | Buy |
83,871
+7,242
| +9% | +$176K | 1.35% | 24 |
|
|
2020
Q4 | $1.64M | Buy |
76,629
+2,094
| +3% | +$44.8K | 1.21% | 30 |
|
|
2020
Q3 | $1.37M | Buy |
74,535
+2,016
| +3% | +$37.2K | 1.16% | 31 |
|
|
2020
Q2 | $1.25M | Buy |
72,519
+6,792
| +10% | +$117K | 1.17% | 31 |
|
|
2020
Q1 | $985K | Buy |
65,727
+1,182
| +2% | +$17.7K | 1.16% | 31 |
|
|
2019
Q4 | $1.24M | Buy |
+64,545
| New | +$1.24M | 1.07% | 33 |
|