Mid Atlantic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $1.04M | Sell |
42,093
-171
| -0.4% | -$4.23K | 0.07% | 244 |
|
|
2021
Q2 | $1.07M | Sell |
42,264
-78
| -0.2% | -$1.97K | 0.07% | 236 |
|
|
2021
Q1 | $1.03M | Buy |
42,342
+1,902
| +5% | +$46.2K | 0.08% | 230 |
|
|
2020
Q4 | $865K | Buy |
40,440
+6,759
| +20% | +$145K | 0.07% | 256 |
|
|
2020
Q3 | $682K | Sell |
33,681
-1,326
| -4% | -$26.9K | 0.06% | 287 |
|
|
2020
Q2 | $604K | Sell |
35,007
-6,033
| -15% | -$104K | 0.06% | 287 |
|
|
2020
Q1 | $615K | Buy |
41,040
+6,348
| +18% | +$95.1K | 0.07% | 257 |
|
|
2019
Q4 | $670K | Buy |
34,692
+5,580
| +19% | +$108K | 0.06% | 311 |
|
|
2019
Q3 | $532K | Sell |
29,112
-5,685
| -16% | -$104K | 0.06% | 337 |
|
|
2019
Q2 | $616K | Sell |
34,797
-3,006
| -8% | -$53.2K | 0.06% | 318 |
|
|
2019
Q1 | $659K | Buy |
37,803
+5,499
| +17% | +$95.9K | 0.07% | 303 |
|
|
2018
Q4 | $506K | Buy |
+32,304
| New | +$506K | 0.06% | 325 |
|