CWM
ClientFirst 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 | $231K | Hold |
8,700
| – | – | 0.24% | 46 |
|
|
2025
Q1 | $243K | Hold |
8,700
| – | – | 0.28% | 40 |
|
|
2024
Q4 | $238K | Buy |
+8,700
| New | +$238K | 0.24% | 40 |
|
|
2023
Q3 | $203K | Hold |
2,900
| – | – | 0.25% | 32 |
|
|
2023
Q2 | $213K | Hold |
2,900
| – | – | 0.25% | 29 |
|
|
2023
Q1 | $212K | Sell |
2,900
-1,250
| -30% | -$91.5K | 0.28% | 24 |
|
|
2022
Q4 | $313K | Sell |
4,150
-400
| -9% | -$30.2K | 0.4% | 18 |
|
|
2022
Q3 | $349K | Buy |
+4,550
| New | +$349K | 0.43% | 17 |
|
|
2022
Q2 | – | Sell |
-2,700
| Closed | -$214K | – | 30 |
|
|
2022
Q1 | $214K | Hold |
2,700
| – | – | 0.2% | 27 |
|
|
2021
Q4 | $214K | Buy |
+2,700
| New | +$214K | 0.19% | 27 |
|