Strategic Equity Management’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
2022
Q2
Sell
-315,696
Closed -$8.3M 52
2022
Q1
$8.3M Buy
315,696
+8,904
+3% +$234K 2.99% 13
2021
Q4
$8.27M Sell
306,792
-17,769
-5% -$479K 2.59% 15
2021
Q3
$8.03M Buy
324,561
+10,485
+3% +$259K 2.69% 17
2021
Q2
$7.92M Buy
+314,076
New +$7.92M 2.71% 17