Ziegler 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
2022
Q1
Sell
-8,400
Closed -$226K 427
2021
Q4
$226K Hold
8,400
0.01% 411
2021
Q3
$208K Hold
8,400
0.01% 423
2021
Q2
$212K Hold
8,400
0.01% 427
2021
Q1
$204K Buy
+8,400
New +$204K 0.01% 423