Sowa Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-867
| Closed | -$19K | – | 194 |
|
|
2020
Q4 | $19K | Hold |
867
| – | – | 0.01% | 191 |
|
|
2020
Q3 | $16K | Hold |
867
| – | – | 0.01% | 195 |
|
|
2020
Q2 | $15K | Hold |
867
| – | – | 0.01% | 197 |
|
|
2020
Q1 | $13K | Hold |
867
| – | – | 0.01% | 190 |
|
|
2019
Q4 | $17K | Buy |
+867
| New | +$17K | 0.01% | 188 |
|