CWA
Clearview Wealth Advisors’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 | $966K | Sell |
36,456
-132
| -0.4% | -$3.5K | 0.67% | 34 |
|
|
2025
Q1 | $1.02M | Sell |
36,588
-15,733
| -30% | -$440K | 0.76% | 30 |
|
|
2024
Q4 | $1.43M | Buy |
52,321
+30,934
| +145% | +$845K | 1.09% | 24 |
|
|
2024
Q3 | $1.81M | Sell |
21,387
-6,445
| -23% | -$545K | 1.39% | 18 |
|
|
2024
Q2 | $2.16M | Sell |
27,832
-23,191
| -45% | -$1.8M | 1.89% | 14 |
|
|
2024
Q1 | $4.11M | Buy |
51,023
+3,704
| +8% | +$299K | 4.2% | 4 |
|
|
2023
Q4 | $3.6M | Buy |
47,319
+807
| +2% | +$61.4K | 4.2% | 2 |
|
|
2023
Q3 | $3.29M | Buy |
46,512
+4,541
| +11% | +$321K | 4.08% | 2 |
|
|
2023
Q2 | $3.05M | Sell |
41,971
-7,669
| -15% | -$557K | 3.1% | 2 |
|
|
2023
Q1 | $3.63M | Sell |
49,640
-118,642
| -71% | -$8.68M | 3.68% | 2 |
|
|
2022
Q4 | $12.7M | Sell |
168,282
-46,835
| -22% | -$3.54M | 9.82% | 1 |
|
|
2022
Q3 | $14.3M | Buy |
215,117
+21,019
| +11% | +$1.4M | 11.33% | 1 |
|
|
2022
Q2 | $13.9M | Buy |
194,098
+144,073
| +288% | +$10.3M | 10.42% | 2 |
|
|
2022
Q1 | $3.95M | Buy |
50,025
+46,358
| +1,264% | +$3.66M | 2.59% | 7 |
|
|
2021
Q4 | $296K | Sell |
3,667
-294
| -7% | -$23.7K | 0.18% | 96 |
|
|
2021
Q3 | $294K | Sell |
3,961
-11,900
| -75% | -$883K | 0.19% | 99 |
|
|
2021
Q2 | $1.2M | Buy |
15,861
+5,655
| +55% | +$427K | 0.74% | 32 |
|
|
2021
Q1 | $744K | Buy |
10,206
+9,002
| +748% | +$656K | 0.48% | 46 |
|
|
2020
Q4 | $77K | Buy |
+1,204
| New | +$77K | 0.05% | 160 |
|