AWM
Activest Wealth Management’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 | $185K | Hold |
6,974
| – | – | 0.04% | 103 |
|
|
2025
Q1 | $195K | Sell |
6,974
-450
| -6% | -$12.6K | 0.05% | 98 |
|
|
2024
Q4 | $203K | Buy |
7,424
+5,704
| +332% | +$156K | 0.06% | 85 |
|
|
2024
Q3 | $145K | Buy |
1,720
+90
| +6% | +$7.61K | 0.04% | 98 |
|
|
2024
Q2 | $127K | Hold |
1,630
| – | – | 0.04% | 112 |
|
|
2024
Q1 | $131K | Buy |
+1,630
| New | +$131K | 0.06% | 72 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 481 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 480 |
|
|
2023
Q2 | – | Sell |
-83
| Closed | -$6.01K | – | 395 |
|
|
2023
Q1 | $6.01K | Buy |
+83
| New | +$6.01K | ﹤0.01% | 202 |
|
|
2022
Q3 | – | Sell |
-266
| Closed | -$19K | – | 587 |
|
|
2022
Q2 | $19K | Buy |
+266
| New | +$19K | 0.01% | 160 |
|