DWM
Drive 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 | $686K | Sell |
25,877
-117
| -0.5% | -$3.1K | 0.15% | 123 |
|
|
2025
Q1 | $727K | Buy |
25,994
+14,133
| +119% | +$395K | 0.17% | 108 |
|
|
2024
Q4 | $324K | Buy |
11,861
+8,473
| +250% | +$231K | 0.08% | 203 |
|
|
2024
Q3 | $286K | Buy |
+3,388
| New | +$286K | 0.07% | 221 |
|