Mark Sheptoff Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-975
| Closed | -$17K | – | 361 |
|
|
2020
Q2 | $17K | Hold |
975
| – | – | 0.01% | 212 |
|
|
2020
Q1 | $15K | Hold |
975
| – | – | 0.01% | 198 |
|
|
2019
Q4 | $19K | Hold |
975
| – | – | 0.01% | 224 |
|
|
2019
Q3 | $18K | Hold |
975
| – | – | 0.01% | 221 |
|
|
2019
Q2 | $17K | Hold |
975
| – | – | 0.01% | 223 |
|
|
2019
Q1 | $17K | Hold |
975
| – | – | 0.01% | 220 |
|
|
2018
Q4 | $15K | Hold |
975
| – | – | 0.01% | 206 |
|
|
2018
Q3 | $17K | Hold |
975
| – | – | 0.01% | 252 |
|
|
2018
Q2 | $16K | Hold |
975
| – | – | 0.01% | 242 |
|
|
2018
Q1 | $16K | Hold |
975
| – | – | 0.01% | 249 |
|
|
2017
Q4 | $17K | Hold |
975
| – | – | 0.01% | 246 |
|
|
2017
Q3 | $15K | Hold |
975
| – | – | 0.01% | 260 |
|
|
2017
Q2 | $15K | Sell |
975
-3
| -0.3% | -$46 | 0.01% | 251 |
|
|
2017
Q1 | $14K | Buy |
978
+3
| +0.3% | +$43 | 0.01% | 257 |
|
|
2016
Q4 | $14K | Hold |
975
| – | – | 0.01% | 249 |
|
|
2016
Q3 | $14K | Hold |
975
| – | – | 0.01% | 244 |
|
|
2016
Q2 | $13K | Hold |
975
| – | – | 0.01% | 236 |
|
|
2016
Q1 | $13K | Hold |
975
| – | – | 0.01% | 235 |
|
|
2015
Q4 | $13K | Buy |
+975
| New | +$13K | 0.01% | 253 |
|