SWMG
Signature Wealth Management Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,248
| Closed | -$233K | – | 92 |
|
|
2022
Q2 | $233K | Hold |
3,248
| – | – | 0.11% | 86 |
|
|
2022
Q1 | $256K | Buy |
+3,248
| New | +$256K | 0.12% | 78 |
|
|
2018
Q4 | – | Sell |
-2,376
| Closed | -$117K | – | 253 |
|
|
2018
Q3 | $117K | Buy |
2,376
+1,876
| +375% | +$92.4K | 0.09% | 78 |
|
|
2018
Q2 | $25K | Hold |
500
| – | – | 0.02% | 133 |
|
|
2018
Q1 | $25K | Hold |
500
| – | – | 0.02% | 132 |
|
|
2017
Q4 | $26K | Buy |
+500
| New | +$26K | 0.02% | 129 |
|