BWM
BCGM 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 | $1.71M | Sell |
64,434
-19,007
| -23% | -$504K | 0.48% | 57 |
|
|
2025
Q1 | $2.33M | Sell |
83,441
-8,558
| -9% | -$239K | 0.72% | 46 |
|
|
2024
Q4 | $2.51M | Buy |
91,999
+61,066
| +197% | +$1.67M | 0.8% | 38 |
|
|
2024
Q3 | $2.61M | Sell |
30,933
-1,979
| -6% | -$167K | 0.85% | 35 |
|
|
2024
Q2 | $2.56M | Sell |
32,912
-3,739
| -10% | -$291K | 0.89% | 35 |
|
|
2024
Q1 | $2.96M | Sell |
36,651
-111,603
| -75% | -$9M | 1.06% | 29 |
|
|
2023
Q4 | $11.3M | Sell |
148,254
-34,631
| -19% | -$2.64M | 4.6% | 3 |
|
|
2023
Q3 | $12.9M | Sell |
182,885
-2,569
| -1% | -$182K | 5.95% | 2 |
|
|
2023
Q2 | $13.5M | Buy |
185,454
+20,097
| +12% | +$1.46M | 5.93% | 2 |
|
|
2023
Q1 | $12.1M | Sell |
165,357
-10,143
| -6% | -$742K | 6.1% | 2 |
|
|
2022
Q4 | $13.3M | Buy |
175,500
+2,232
| +1% | +$169K | 6.45% | 2 |
|
|
2022
Q3 | $12.6M | Buy |
173,268
+3,683
| +2% | +$268K | 6.29% | 2 |
|
|
2022
Q2 | $12.6M | Buy |
169,585
+22,636
| +15% | +$1.68M | 6.4% | 2 |
|
|
2022
Q1 | $11.1M | Buy |
146,949
+71,643
| +95% | +$5.42M | 6.04% | 2 |
|
|
2021
Q4 | $6.09M | Buy |
75,306
+4,481
| +6% | +$362K | 3.27% | 7 |
|
|
2021
Q3 | $5.49M | Buy |
70,825
+1,650
| +2% | +$128K | 3.06% | 10 |
|
|
2021
Q2 | $5.27M | Buy |
69,175
+6,138
| +10% | +$467K | 3.12% | 8 |
|
|
2021
Q1 | $4.69M | Buy |
+63,037
| New | +$4.69M | 3.21% | 10 |
|