TAM
Tucker Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $86.8K | Buy |
3,176
+2,284
| +256% | +$62.4K | 0.01% | 264 |
|
|
2024
Q3 | $75.4K | Hold |
892
| – | – | 0.02% | 267 |
|
|
2024
Q2 | $69.4K | Hold |
892
| – | – | 0.02% | 330 |
|
|
2024
Q1 | $71.9K | Hold |
892
| – | – | 0.02% | 353 |
|
|
2023
Q4 | $67.9K | Hold |
892
| – | – | 0.02% | 287 |
|
|
2023
Q3 | $63.1K | Buy |
+892
| New | +$63.1K | 0.02% | 280 |
|
|
2023
Q1 | – | Sell |
-132
| Closed | -$10K | – | 1216 |
|
|
2022
Q4 | $10K | Sell |
132
-979
| -88% | -$74.2K | ﹤0.01% | 350 |
|
|
2022
Q3 | $82.1K | Buy |
+1,111
| New | +$82.1K | 0.03% | 94 |
|