EWM
EPG 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
Q1 | – | Sell |
-260
| Closed | -$7.12K | – | 426 |
|
|
2024
Q4 | $7.12K | Sell |
260
-418
| -62% | -$11.4K | ﹤0.01% | 386 |
|
|
2024
Q3 | $57.3K | Buy |
+678
| New | +$57.3K | 0.01% | 295 |
|
|
2024
Q2 | – | Sell |
-9,600
| Closed | -$774K | – | 136 |
|
|
2024
Q1 | $774K | Buy |
9,600
+14
| +0.1% | +$1.13K | 0.19% | 137 |
|
|
2023
Q4 | $729K | Sell |
9,586
-105
| -1% | -$7.99K | 0.19% | 133 |
|
|
2023
Q3 | $686K | Buy |
9,691
+18
| +0.2% | +$1.27K | 0.21% | 125 |
|
|
2023
Q2 | $702K | Buy |
9,673
+17
| +0.2% | +$1.24K | 0.21% | 117 |
|
|
2023
Q1 | $706K | Buy |
9,656
+316
| +3% | +$23.1K | 0.22% | 106 |
|
|
2022
Q4 | $706K | Buy |
9,340
+2,056
| +28% | +$155K | 0.27% | 88 |
|
|
2022
Q3 | $484K | Buy |
7,284
+86
| +1% | +$5.71K | 0.2% | 105 |
|
|
2022
Q2 | $516K | Buy |
7,198
+17
| +0.2% | +$1.22K | 0.22% | 98 |
|
|
2022
Q1 | $566K | Buy |
7,181
+688
| +11% | +$54.2K | 0.2% | 102 |
|
|
2021
Q4 | $525K | Buy |
6,493
+14
| +0.2% | +$1.13K | 0.18% | 113 |
|
|
2021
Q3 | $481K | Buy |
6,479
+13
| +0.2% | +$965 | 0.19% | 108 |
|
|
2021
Q2 | $489K | Sell |
6,466
-586
| -8% | -$44.3K | 0.21% | 107 |
|
|
2021
Q1 | $514K | Buy |
7,052
+12
| +0.2% | +$875 | 0.25% | 92 |
|
|
2020
Q4 | $452K | Buy |
7,040
+16
| +0.2% | +$1.03K | 0.27% | 87 |
|
|
2020
Q3 | $388K | Buy |
7,024
+17
| +0.2% | +$939 | 0.29% | 78 |
|
|
2020
Q2 | $363K | Buy |
7,007
+15
| +0.2% | +$777 | 0.26% | 92 |
|
|
2020
Q1 | $315K | Buy |
6,992
+6,356
| +999% | +$286K | 0.23% | 85 |
|
|
2019
Q4 | $37K | Buy |
+636
| New | +$37K | 0.03% | 270 |
|