CAWM
Capital Advisors 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 | $627K | Buy |
23,647
+821
| +4% | +$21.8K | 0.1% | 101 |
|
|
2025
Q1 | $638K | Buy |
22,826
+1,940
| +9% | +$54.2K | 0.11% | 91 |
|
|
2024
Q4 | $571K | Buy |
20,886
+15,008
| +255% | +$410K | 0.1% | 88 |
|
|
2024
Q3 | $497K | Buy |
5,878
+1,166
| +25% | +$98.6K | 0.09% | 92 |
|
|
2024
Q2 | $366K | Buy |
4,712
+639
| +16% | +$49.7K | 0.07% | 105 |
|
|
2024
Q1 | $328K | Sell |
4,073
-325
| -7% | -$26.2K | 0.07% | 111 |
|
|
2023
Q4 | $335K | Sell |
4,398
-40
| -0.9% | -$3.05K | 0.08% | 100 |
|
|
2023
Q3 | $314K | Buy |
4,438
+2
| +0% | +$142 | 0.08% | 100 |
|
|
2023
Q2 | $322K | Buy |
4,436
+52
| +1% | +$3.78K | 0.08% | 96 |
|
|
2023
Q1 | $321K | Sell |
4,384
-612
| -12% | -$44.8K | 0.09% | 99 |
|
|
2022
Q4 | $377K | Buy |
4,996
+1,063
| +27% | +$80.3K | 0.11% | 85 |
|
|
2022
Q3 | $261K | Buy |
3,933
+623
| +19% | +$41.3K | 0.09% | 94 |
|
|
2022
Q2 | $237K | Buy |
3,310
+748
| +29% | +$53.6K | 0.08% | 101 |
|
|
2022
Q1 | $202K | Buy |
+2,562
| New | +$202K | 0.06% | 116 |
|