SFP
Sandbox Financial Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,919
| Closed | -$222K | – | 103 |
|
|
2023
Q4 | $222K | Sell |
2,919
-554
| -16% | -$42.2K | 0.1% | 82 |
|
|
2023
Q3 | $246K | Sell |
3,473
-160
| -4% | -$11.3K | 0.13% | 77 |
|
|
2023
Q2 | $264K | Buy |
3,633
+725
| +25% | +$52.6K | 0.14% | 79 |
|
|
2023
Q1 | $213K | Sell |
2,908
-241
| -8% | -$17.6K | 0.13% | 82 |
|
|
2022
Q4 | $238K | Sell |
3,149
-599
| -16% | -$45.2K | 0.16% | 69 |
|
|
2022
Q3 | $249K | Sell |
3,748
-690
| -16% | -$45.8K | 0.18% | 65 |
|
|
2022
Q2 | $318K | Buy |
4,438
+29
| +0.7% | +$2.08K | 0.23% | 58 |
|
|
2022
Q1 | $348K | Sell |
4,409
-14
| -0.3% | -$1.11K | 0.2% | 58 |
|
|
2021
Q4 | $358K | Sell |
4,423
-1,026
| -19% | -$83K | 0.22% | 54 |
|
|
2021
Q3 | $405K | Sell |
5,449
-5,724
| -51% | -$425K | 0.29% | 49 |
|
|
2021
Q2 | $845K | Buy |
+11,173
| New | +$845K | 0.63% | 26 |
|