Sweet Financial Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $23.6M | Sell |
838,437
-25,785
| -3% | -$727K | 5.12% | 2 |
|
|
2024
Q2 | $22.4M | Sell |
864,222
-792
| -0.1% | -$20.5K | 5.12% | 2 |
|
|
2024
Q1 | $23.2M | Buy |
865,014
+62,628
| +8% | +$1.68M | 5.37% | 2 |
|
|
2023
Q4 | $20.4M | Sell |
802,386
-73,416
| -8% | -$1.86M | 4.84% | 3 |
|
|
2023
Q3 | $20.7M | Buy |
875,802
+114
| +0% | +$2.69K | 5.47% | 2 |
|
|
2023
Q2 | $21.2M | Buy |
875,688
+125,187
| +17% | +$3.03M | 5.52% | 2 |
|
|
2023
Q1 | $18.3M | Buy |
+750,501
| New | +$18.3M | 5.06% | 3 |
|