OA
Outfitter Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | $1.69M | Buy |
34,215
+1,950
| +6% | +$96.1K | 0.76% | 43 |
|
2018
Q1 | $1.58M | Sell |
32,265
-10,400
| -24% | -$510K | 0.72% | 46 |
|
2017
Q4 | $2.18M | Buy |
42,665
+175
| +0.4% | +$8.95K | 0.73% | 51 |
|
2017
Q3 | $1.99M | Buy |
42,490
+2,550
| +6% | +$119K | 0.7% | 56 |
|
2017
Q2 | $1.8M | Buy |
39,940
+2,350
| +6% | +$106K | 0.67% | 55 |
|
2017
Q1 | $1.68M | Buy |
37,590
+5,175
| +16% | +$231K | 0.63% | 56 |
|
2016
Q4 | $1.41M | Buy |
32,415
+1,230
| +4% | +$53.6K | 0.56% | 62 |
|
2016
Q3 | $1.32M | Buy |
31,185
+6,690
| +27% | +$283K | 0.53% | 63 |
|
2016
Q2 | $1.02M | Buy |
+24,495
| New | +$1.02M | 0.43% | 67 |
|