SCA
Stuart Chaussee & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-120,042
| Closed | -$9.7M | – | 183 |
|
|
2021
Q4 | $9.7M | Buy |
+120,042
| New | +$9.7M | 4.18% | 9 |
|
|
2021
Q3 | – | Sell |
-472,345
| Closed | -$35.7M | – | 153 |
|
|
2021
Q2 | $35.7M | Buy |
472,345
+446,913
| +1,757% | +$33.8M | 15.78% | 2 |
|
|
2021
Q1 | $1.86M | Buy |
+25,432
| New | +$1.86M | 0.71% | 7 |
|