AWA
Aaron Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Buy |
34,188
+168
| +0.5% | +$4.45K | 0.09% | 143 |
|
|
2025
Q1 | $951K | Sell |
34,020
-2,127
| -6% | -$59.5K | 0.11% | 128 |
|
|
2024
Q4 | $988K | Buy |
36,147
+24,026
| +198% | +$656K | 0.11% | 122 |
|
|
2024
Q3 | $1.02M | Buy |
12,121
+16
| +0.1% | +$1.35K | 0.12% | 116 |
|
|
2024
Q2 | $941K | Sell |
12,105
-60
| -0.5% | -$4.67K | 0.13% | 103 |
|
|
2024
Q1 | $981K | Sell |
12,165
-3,503
| -22% | -$282K | 0.14% | 98 |
|
|
2023
Q4 | $1.19M | Sell |
15,668
-19,149
| -55% | -$1.46M | 0.2% | 67 |
|
|
2023
Q3 | $2.46M | Buy |
+34,817
| New | +$2.46M | 0.32% | 50 |
|