Stanford Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-3,996
| Closed | -$58K | – | 241 |
|
|
2016
Q4 | $58K | Hold |
3,996
| – | – | 0.03% | 131 |
|
|
2016
Q3 | $56K | Hold |
3,996
| – | – | 0.03% | 141 |
|
|
2016
Q2 | $55K | Hold |
3,996
| – | – | 0.03% | 131 |
|
|
2016
Q1 | $53K | Sell |
3,996
-61,191
| -94% | -$812K | 0.03% | 131 |
|
|
2015
Q4 | $838K | Buy |
+65,187
| New | +$838K | 0.46% | 19 |
|