Swaine & Leidel Wealth Services’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
Q1 | $2.15K | Buy |
+6,438
| New | +$2.15K | 1.65% | 29 |
|
|
2021
Q3 | $2.25M | Buy |
+90,732
| New | +$2.25M | 1.98% | 21 |
|
|
2021
Q1 | $2.15M | Buy |
88,284
+378
| +0.4% | +$9.19K | 1.38% | 35 |
|
|
2020
Q4 | $1.88M | Sell |
87,906
-6,810
| -7% | -$146K | 1.36% | 39 |
|
|
2020
Q3 | $1.75M | Buy |
94,716
+918
| +1% | +$16.9K | 1.7% | 31 |
|
|
2020
Q2 | $1.62M | Sell |
93,798
-78,795
| -46% | -$1.36M | 1.65% | 30 |
|
|
2020
Q1 | $2.59M | Buy |
172,593
+75,117
| +77% | +$1.13M | 2.69% | 17 |
|
|
2019
Q4 | $1.88M | Sell |
97,476
-1,848
| -2% | -$35.7K | 1.57% | 35 |
|
|
2019
Q3 | $1.81M | Sell |
99,324
-1,500
| -1% | -$27.4K | 1.64% | 34 |
|
|
2019
Q2 | $1.78M | Buy |
100,824
+1,278
| +1% | +$22.6K | 1.91% | 30 |
|
|
2019
Q1 | $1.74M | Buy |
+99,546
| New | +$1.74M | 2.2% | 25 |
|