TFC Financial 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
Q4 | – | Sell |
-117
| Closed | -$3K | – | 560 |
|
|
2022
Q3 | $3K | Hold |
117
| – | – | ﹤0.01% | 382 |
|
|
2022
Q2 | $3K | Hold |
117
| – | – | ﹤0.01% | 378 |
|
|
2022
Q1 | $3K | Hold |
117
| – | – | ﹤0.01% | 390 |
|
|
2021
Q4 | $3K | Hold |
117
| – | – | ﹤0.01% | 440 |
|
|
2021
Q3 | $3K | Hold |
117
| – | – | ﹤0.01% | 428 |
|
|
2021
Q2 | $3K | Hold |
117
| – | – | ﹤0.01% | 418 |
|
|
2021
Q1 | $3K | Hold |
117
| – | – | ﹤0.01% | 407 |
|
|
2020
Q4 | $3K | Hold |
117
| – | – | ﹤0.01% | 405 |
|
|
2020
Q3 | $2K | Buy |
+117
| New | +$2K | ﹤0.01% | 416 |
|