Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $319K | Sell |
11,667
-3,369
| -22% | -$92K | 0.01% | 164 |
|
|
2024
Q3 | $424K | Sell |
15,036
-1,152
| -7% | -$32.5K | 0.02% | 153 |
|
|
2024
Q2 | $424K | Buy |
16,188
+36
| +0.2% | +$943 | 0.02% | 148 |
|
|
2024
Q1 | $434K | Buy |
16,152
+3,138
| +24% | +$84.3K | 0.02% | 143 |
|
|
2023
Q4 | $330K | Sell |
13,014
-345
| -3% | -$8.76K | 0.02% | 150 |
|
|
2023
Q3 | $315K | Sell |
13,359
-441
| -3% | -$10.4K | 0.02% | 145 |
|
|
2023
Q2 | $334K | Buy |
13,800
+939
| +7% | +$22.7K | 0.02% | 167 |
|
|
2023
Q1 | $314K | Buy |
12,861
+189
| +1% | +$4.61K | 0.02% | 156 |
|
|
2022
Q4 | $319K | Buy |
+12,672
| New | +$319K | 0.02% | 167 |
|