WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-21
| Closed | – | – | 2135 |
|
|
2014
Q2 | $0 | Sell |
21
-2,934
| -99% | – | ﹤0.01% | 2039 |
|
|
2014
Q1 | $36K | Sell |
2,955
-474
| -14% | -$5.78K | 0.01% | 1030 |
|
|
2013
Q4 | $42K | Sell |
3,429
-444
| -11% | -$5.44K | 0.01% | 1070 |
|
|
2013
Q3 | $43K | Sell |
3,873
-5,427
| -58% | -$60.3K | 0.01% | 988 |
|
|
2013
Q2 | $101K | Buy |
+9,300
| New | +$101K | 0.02% | 664 |
|