BWM
Birchcreek 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 | – | Sell |
-5,472
| Closed | -$426K | – | 143 |
|
|
2024
Q2 | $426K | Sell |
5,472
-2,695
| -33% | -$210K | 0.24% | 87 |
|
|
2024
Q1 | $658K | Sell |
8,167
-49
| -0.6% | -$3.95K | 0.35% | 67 |
|
|
2023
Q4 | $625K | Sell |
8,216
-251
| -3% | -$19.1K | 0.37% | 66 |
|
|
2023
Q3 | $599K | Sell |
8,467
-3,780
| -31% | -$267K | 0.41% | 63 |
|
|
2023
Q2 | $889K | Buy |
12,247
+2,762
| +29% | +$201K | 0.62% | 45 |
|
|
2023
Q1 | $694K | Buy |
+9,485
| New | +$694K | 0.55% | 47 |
|