Maxim Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $564K | Sell |
31,194
-131,307
| -81% | -$2.37M | 0.5% | 25 |
|
|
2020
Q1 | $2.44M | Buy |
162,501
+23,019
| +17% | +$345K | 2.53% | 11 |
|
|
2019
Q4 | $2.18M | Sell |
139,482
-23,712
| -15% | -$371K | 2.26% | 13 |
|
|
2019
Q3 | $2.98M | Buy |
163,194
+11,061
| +7% | +$202K | 2.69% | 11 |
|
|
2019
Q2 | $2.69M | Buy |
152,133
+900
| +0.6% | +$15.9K | 2.52% | 12 |
|
|
2019
Q1 | $2.64M | Buy |
151,233
+11,751
| +8% | +$205K | 2.45% | 12 |
|
|
2018
Q4 | $2.18M | Buy |
+139,482
| New | +$2.18M | 2.26% | 13 |
|