CWM
Congress 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 | $13.5M | Buy |
507,927
+24,685
| +5% | +$654K | 0.13% | 185 |
|
|
2025
Q1 | $13.5M | Buy |
483,242
+190,123
| +65% | +$5.32M | 0.16% | 160 |
|
|
2024
Q4 | $8.01M | Buy |
293,119
+194,935
| +199% | +$5.33M | 0.11% | 227 |
|
|
2024
Q3 | $8.3M | Sell |
98,184
-7,558
| -7% | -$639K | 0.11% | 233 |
|
|
2024
Q2 | $8.22M | Buy |
105,742
+623
| +0.6% | +$48.4K | 0.13% | 199 |
|
|
2024
Q1 | $8.48M | Sell |
105,119
-3,227
| -3% | -$260K | 0.15% | 183 |
|
|
2023
Q4 | $8.25M | Buy |
108,346
+3,873
| +4% | +$295K | 0.15% | 178 |
|
|
2023
Q3 | $7.39M | Buy |
104,473
+6,135
| +6% | +$434K | 0.15% | 177 |
|
|
2023
Q2 | $7.14M | Buy |
98,338
+17,790
| +22% | +$1.29M | 0.17% | 159 |
|
|
2023
Q1 | $5.89M | Buy |
+80,548
| New | +$5.89M | 0.14% | 171 |
|
|
2022
Q2 | – | Sell |
-3,654
| Closed | -$289K | – | 609 |
|
|
2022
Q1 | $289K | Buy |
3,654
+874
| +31% | +$69.1K | 0.01% | 520 |
|
|
2021
Q4 | $225K | Buy |
+2,780
| New | +$225K | ﹤0.01% | 574 |
|