Selective Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-11,034
| Closed | -$244K | – | 610 |
|
|
2022
Q3 | $244K | Sell |
11,034
-10,668
| -49% | -$236K | 0.1% | 104 |
|
|
2022
Q2 | $518K | Buy |
21,702
+21,252
| +4,723% | +$507K | 0.18% | 73 |
|
|
2022
Q1 | $12K | Buy |
+450
| New | +$12K | ﹤0.01% | 517 |
|
|
2019
Q4 | – | Sell |
-360
| Closed | -$7K | – | 341 |
|
|
2019
Q3 | $7K | Buy |
+360
| New | +$7K | 0.01% | 198 |
|