CWA
CM 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 | $394K | Hold |
14,883
| – | – | 0.12% | 61 |
|
|
2025
Q1 | $416K | Hold |
14,883
| – | – | 0.13% | 60 |
|
|
2024
Q4 | $407K | Buy |
14,883
+9,922
| +200% | +$271K | 0.13% | 57 |
|
|
2024
Q3 | $419K | Hold |
4,961
| – | – | 0.14% | 58 |
|
|
2024
Q2 | $390K | Sell |
4,961
-806
| -14% | -$63.3K | 0.19% | 48 |
|
|
2024
Q1 | $451K | Buy |
5,767
+506
| +10% | +$39.6K | 0.13% | 86 |
|
|
2023
Q4 | $401K | Hold |
5,261
| – | – | 0.17% | 50 |
|
|
2023
Q3 | $372K | Buy |
+5,261
| New | +$372K | 0.14% | 52 |
|
|
2023
Q2 | – | Sell |
-5,767
| Closed | -$410K | – | 379 |
|
|
2023
Q1 | $410K | Buy |
+5,767
| New | +$410K | 0.08% | 282 |
|