AWS
Aspen Wealth Strategies’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 | $544K | Sell |
20,537
-196
| -0.9% | -$5.19K | 0.33% | 47 |
|
|
2025
Q1 | $580K | Sell |
20,733
-50,664
| -71% | -$1.42M | 0.38% | 46 |
|
|
2024
Q4 | $1.95M | Buy |
71,397
+50,292
| +238% | +$1.37M | 1.25% | 13 |
|
|
2024
Q3 | $1.78M | Sell |
21,105
-634
| -3% | -$53.6K | 1.15% | 13 |
|
|
2024
Q2 | $1.79M | Sell |
21,739
-489
| -2% | -$40.3K | 1.24% | 14 |
|
|
2024
Q1 | $1.79M | Sell |
22,228
-15,026
| -40% | -$1.21M | 1.24% | 14 |
|
|
2023
Q4 | $2.84M | Sell |
37,254
-98,548
| -73% | -$7.5M | 2.06% | 12 |
|
|
2023
Q3 | $9.61M | Buy |
135,802
+20,198
| +17% | +$1.43M | 7.49% | 4 |
|
|
2023
Q2 | $8.4M | Sell |
115,604
-5,111
| -4% | -$371K | 6.38% | 7 |
|
|
2023
Q1 | $8.83M | Sell |
120,715
-38,213
| -24% | -$2.8M | 6.85% | 7 |
|
|
2022
Q4 | $12M | Buy |
+158,928
| New | +$12M | 9.61% | 2 |
|