DWMS
Dominguez Wealth Management Solutions’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 | $638K | Buy |
24,080
+185
| +0.8% | +$4.9K | 0.44% | 39 |
|
|
2025
Q1 | $668K | Buy |
23,895
+77
| +0.3% | +$2.15K | 0.49% | 36 |
|
|
2024
Q4 | $651K | Buy |
23,818
+15,905
| +201% | +$435K | 0.47% | 36 |
|
|
2024
Q3 | $669K | Buy |
7,913
+54
| +0.7% | +$4.57K | 0.48% | 37 |
|
|
2024
Q2 | $611K | Hold |
7,859
| – | – | 0.46% | 37 |
|
|
2024
Q1 | $634K | Sell |
7,859
-56
| -0.7% | -$4.52K | 0.5% | 37 |
|
|
2023
Q4 | $603K | Sell |
7,915
-34
| -0.4% | -$2.59K | 0.5% | 37 |
|
|
2023
Q3 | $562K | Buy |
7,949
+25
| +0.3% | +$1.77K | 0.52% | 35 |
|
|
2023
Q2 | $575K | Sell |
7,924
-21
| -0.3% | -$1.53K | 0.5% | 34 |
|
|
2023
Q1 | $581K | Sell |
7,945
-283
| -3% | -$20.7K | 0.53% | 33 |
|
|
2022
Q4 | $622K | Buy |
+8,228
| New | +$622K | 0.62% | 33 |
|