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QCMC
SCHD icon

Quantum Capital Management (California)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Quantum Capital Management (California)’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Shares
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
$5K Hold
303
– – 0.01% 215
2020
Q2
$5K Hold
303
– – ﹤0.01% 290
2020
Q1
$5K Hold
303
– – ﹤0.01% 298
2019
Q4
$6K Hold
303
– – ﹤0.01% 309
2019
Q3
$6K Buy
+303
New +$5.42K ﹤0.01% 312
2015
Q4
– Sell
-41,676
Closed -$499K – 181
2015
Q3
$499K Hold
41,676
– – 0.08% 109
2015
Q2
$532K Buy
+41,676
New +$552K 0.08% 110

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OWM
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WAM
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Common Fund Bets See what stocks and ETFs funds are collectively bullish/bearish on Largest Fund Trades Explore the largest stock and ETF buys and sells made by funds High Conviction Trades Discover high conviction trades that caused a significant change in a fund's stake in a stock Fund Manager Portfolios Gain insights from the world’s largest funds and super investors
Fund Manager Index Stock index based on fund manager consensus updated each quarter

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