AWM
Aspire 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.53M | Sell |
29,945
-20,284
| -40% | -$1.71M | 1.36% | 17 |
|
|
2024
Q2 | $3.91M | Sell |
50,229
-30,955
| -38% | -$2.41M | 2.23% | 15 |
|
|
2024
Q1 | $6.55M | Sell |
81,184
-11,166
| -12% | -$900K | 3.95% | 8 |
|
|
2023
Q4 | $7.03M | Sell |
92,350
-20,491
| -18% | -$1.56M | 4.78% | 5 |
|
|
2023
Q3 | $7.98M | Sell |
112,841
-5,058
| -4% | -$358K | 6.07% | 1 |
|
|
2023
Q2 | $8.56M | Sell |
117,899
-344
| -0.3% | -$25K | 6.48% | 1 |
|
|
2023
Q1 | $8.65M | Buy |
118,243
+820
| +0.7% | +$60K | 7.02% | 1 |
|
|
2022
Q4 | $8.87M | Buy |
117,423
+4,357
| +4% | +$329K | 7.73% | 1 |
|
|
2022
Q3 | $7.51M | Buy |
113,066
+5,153
| +5% | +$342K | 7.08% | 1 |
|
|
2022
Q2 | $7.73M | Buy |
107,913
+3,505
| +3% | +$251K | 7.12% | 1 |
|
|
2022
Q1 | $8.24M | Buy |
104,408
+11,960
| +13% | +$944K | 6.52% | 1 |
|
|
2021
Q4 | $7.47M | Buy |
+92,448
| New | +$7.47M | 6.05% | 1 |
|