BWM
Buska 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 | $964K | Sell |
36,388
-468
| -1% | -$12.4K | 0.26% | 28 |
|
|
2025
Q1 | $1.03M | Buy |
36,856
+1,259
| +4% | +$35.2K | 0.32% | 29 |
|
|
2024
Q4 | $973K | Buy |
35,597
+23,986
| +207% | +$655K | 0.31% | 28 |
|
|
2024
Q3 | $981K | Buy |
11,611
+6,274
| +118% | +$530K | 0.34% | 26 |
|
|
2024
Q2 | $415K | Buy |
5,337
+2,604
| +95% | +$202K | 0.17% | 35 |
|
|
2024
Q1 | $220K | Buy |
+2,733
| New | +$220K | 0.1% | 48 |
|