TRUADVICE’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $2.12M | Buy |
91,539
+32,301
| +55% | +$748K | 0.83% | 30 |
|
|
2023
Q2 | $1.47M | Sell |
59,238
-54,765
| -48% | -$1.36M | 0.54% | 53 |
|
|
2023
Q1 | $2.76M | Sell |
114,003
-466,428
| -80% | -$11.3M | 1.09% | 21 |
|
|
2022
Q4 | $14.9M | Buy |
+580,431
| New | +$14.9M | 7.86% | 1 |
|
|
2022
Q2 | – | Sell |
-17,304
| Closed | -$438K | – | 152 |
|
|
2022
Q1 | $438K | Buy |
+17,304
| New | +$438K | 0.24% | 79 |
|