RM
Resource Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $41M | Buy |
507,580
+62,069
| +14% | +$5.02M | 4.23% | 6 |
|
|
2021
Q3 | $33.1M | Buy |
445,511
+51,417
| +13% | +$3.82M | 3.78% | 6 |
|
|
2021
Q2 | $29.8M | Buy |
394,094
+55,457
| +16% | +$4.19M | 3.41% | 6 |
|
|
2021
Q1 | $24.7M | Buy |
338,637
+79,692
| +31% | +$5.81M | 2.97% | 7 |
|
|
2020
Q4 | $16.6M | Buy |
258,945
+29,459
| +13% | +$1.89M | 2.27% | 7 |
|
|
2020
Q3 | $12.7M | Sell |
229,486
-2,849
| -1% | -$158K | 2.07% | 7 |
|
|
2020
Q2 | $12M | Sell |
232,335
-10,443
| -4% | -$540K | 2.08% | 9 |
|
|
2020
Q1 | $10.9M | Buy |
242,778
+51,695
| +27% | +$2.33M | 2.31% | 7 |
|
|
2019
Q4 | $11.1M | Buy |
191,083
+34,934
| +22% | +$2.02M | 1.78% | 9 |
|
|
2019
Q3 | $8.55M | Buy |
156,149
+52,687
| +51% | +$2.89M | 1.49% | 10 |
|
|
2019
Q2 | $5.49M | Buy |
103,462
+37,383
| +57% | +$1.98M | 0.95% | 15 |
|
|
2019
Q1 | $3.46M | Buy |
66,079
+33,257
| +101% | +$1.74M | 0.62% | 19 |
|
|
2018
Q4 | $1.54M | Buy |
32,822
+26,706
| +437% | +$1.25M | 0.32% | 30 |
|
|
2018
Q3 | $324K | Buy |
+6,116
| New | +$324K | 0.06% | 105 |
|