Wisconsin Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | $686K | Buy |
51,654
+2,730
| +6% | +$36.3K | 0.24% | 79 |
|
|
2014
Q3 | $629K | Buy |
48,924
+750
| +2% | +$9.64K | 0.23% | 81 |
|
|
2014
Q2 | $615K | Buy |
48,174
+1,545
| +3% | +$19.7K | 0.23% | 80 |
|
|
2014
Q1 | $573K | Hold |
46,629
| – | – | 0.22% | 79 |
|
|
2013
Q4 | $570K | Buy |
46,629
+1,344
| +3% | +$16.4K | 0.22% | 73 |
|
|
2013
Q3 | $508K | Hold |
45,285
| – | – | 0.22% | 72 |
|
|
2013
Q2 | $494K | Buy |
+45,285
| New | +$494K | 0.21% | 69 |
|