DWAM
Duncan Williams Asset 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 | $29.8M | Buy |
1,124,692
+80,085
| +8% | +$2.12M | 9.41% | 3 |
|
|
2025
Q1 | $29.2M | Buy |
1,044,607
+96,435
| +10% | +$2.7M | 10.55% | 3 |
|
|
2024
Q4 | $25.9M | Buy |
948,172
+658,082
| +227% | +$18M | 10.2% | 2 |
|
|
2024
Q3 | $24.5M | Buy |
290,090
+9,879
| +4% | +$835K | 13.51% | 2 |
|
|
2024
Q2 | $21.8M | Buy |
280,211
+27,481
| +11% | +$2.14M | 18.37% | 2 |
|
|
2024
Q1 | $20.4M | Buy |
+252,730
| New | +$20.4M | 18.36% | 2 |
|