BWM
BKM 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 | $2.86M | Buy |
108,017
+12,658
| +13% | +$335K | 1.12% | 21 |
|
|
2025
Q1 | $2.67M | Buy |
95,359
+11,623
| +14% | +$325K | 1.1% | 25 |
|
|
2024
Q4 | $2.29M | Buy |
83,736
+62,639
| +297% | +$1.71M | 0.94% | 26 |
|
|
2024
Q3 | $1.78M | Buy |
21,097
+13,135
| +165% | +$1.11M | 0.73% | 37 |
|
|
2024
Q2 | $619K | Buy |
7,962
+2,392
| +43% | +$186K | 0.3% | 91 |
|
|
2024
Q1 | $449K | Buy |
5,570
+215
| +4% | +$17.3K | 0.19% | 116 |
|
|
2023
Q4 | $408K | Buy |
+5,355
| New | +$408K | 0.17% | 104 |
|