BFWA
Benchmark Financial 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 | $6.87M | Sell |
259,351
-12,247
| -5% | -$325K | 2.27% | 12 |
|
|
2025
Q1 | $7.59M | Sell |
271,598
-50,374
| -16% | -$1.41M | 2.87% | 10 |
|
|
2024
Q4 | $8.8M | Buy |
321,972
+220,648
| +218% | +$6.03M | 2.82% | 10 |
|
|
2024
Q3 | $8.56M | Buy |
101,324
+6,386
| +7% | +$540K | 2.86% | 10 |
|
|
2024
Q2 | $7.38M | Buy |
94,938
+15,456
| +19% | +$1.2M | 2.73% | 11 |
|
|
2024
Q1 | $6.41M | Buy |
79,482
+17,787
| +29% | +$1.43M | 2.45% | 11 |
|
|
2023
Q4 | $4.7M | Buy |
+61,695
| New | +$4.7M | 2.02% | 13 |
|