Meitav Investment House’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-119,391
| Closed | -$2.86M | – | 483 |
|
|
2023
Q2 | $2.86M | Hold |
119,391
| – | – | 0.05% | 154 |
|
|
2023
Q1 | $2.91M | Sell |
119,391
-7,227,000
| -98% | -$176M | 0.05% | 161 |
|
|
2022
Q4 | $186M | Buy |
7,346,391
+515,025
| +8% | +$13M | 3.2% | 6 |
|
|
2022
Q3 | $153M | Buy |
6,831,366
+1,380,798
| +25% | +$30.9M | 2.69% | 6 |
|
|
2022
Q2 | $129M | Buy |
+5,450,568
| New | +$129M | 2.2% | 7 |
|