BAWC
Boyce & Associates Wealth Consulting’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 | $1.03M | Buy |
39,029
+2,696
| +7% | +$71.4K | 0.94% | 23 |
|
|
2025
Q1 | $1.02M | Buy |
36,333
+185
| +0.5% | +$5.17K | 1.02% | 24 |
|
|
2024
Q4 | $988K | Buy |
36,148
+24,555
| +212% | +$671K | 1% | 25 |
|
|
2024
Q3 | $980K | Buy |
11,593
+371
| +3% | +$31.4K | 1.02% | 19 |
|
|
2024
Q2 | $873K | Buy |
11,222
+749
| +7% | +$58.2K | 1.03% | 18 |
|
|
2024
Q1 | $844K | Buy |
10,473
+1,862
| +22% | +$150K | 1.09% | 16 |
|
|
2023
Q4 | $656K | Buy |
8,611
+1,391
| +19% | +$106K | 0.95% | 20 |
|
|
2023
Q3 | $511K | Buy |
7,220
+1,407
| +24% | +$99.6K | 0.85% | 23 |
|
|
2023
Q2 | $422K | Buy |
5,813
+310
| +6% | +$22.5K | 0.71% | 24 |
|
|
2023
Q1 | $401K | Buy |
5,503
+99
| +2% | +$7.22K | 0.72% | 28 |
|
|
2022
Q4 | $408K | Buy |
5,404
+428
| +9% | +$32.3K | 0.78% | 25 |
|
|
2022
Q3 | $331K | Buy |
4,976
+38
| +0.8% | +$2.53K | 0.68% | 27 |
|
|
2022
Q2 | $354K | Buy |
4,938
+857
| +21% | +$61.4K | 0.64% | 30 |
|
|
2022
Q1 | $322K | Buy |
+4,081
| New | +$322K | 0.48% | 40 |
|