Price Wealth’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
Q3 | $739K | Hold |
40,092
| – | – | 0.21% | 35 |
|
|
2020
Q2 | $692K | Sell |
40,092
-96,681
| -71% | -$1.67M | 0.2% | 41 |
|
|
2020
Q1 | $2.05M | Buy |
136,773
+130,953
| +2,250% | +$1.96M | 0.74% | 26 |
|
|
2019
Q4 | $112K | Hold |
5,820
| – | – | 0.03% | 79 |
|
|
2019
Q3 | $106K | Hold |
5,820
| – | – | 0.03% | 88 |
|
|
2019
Q2 | $103K | Buy |
+5,820
| New | +$103K | 0.03% | 94 |
|