EWA
Etesian Wealth Advisors’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 | $468K | Buy |
17,670
+9,756
| +123% | +$259K | 0.17% | 99 |
|
|
2025
Q1 | $221K | Buy |
7,914
+295
| +4% | +$8.25K | 0.1% | 133 |
|
|
2024
Q4 | $208K | Buy |
7,619
+5,246
| +221% | +$143K | 0.09% | 137 |
|
|
2024
Q3 | $201K | Buy |
+2,373
| New | +$201K | 0.09% | 139 |
|
|
2024
Q2 | – | Sell |
-2,763
| Closed | -$223K | – | 116 |
|
|
2024
Q1 | $223K | Sell |
2,763
-131
| -5% | -$10.6K | 0.13% | 111 |
|
|
2023
Q4 | $221K | Sell |
2,894
-711
| -20% | -$54.3K | 0.13% | 108 |
|
|
2023
Q3 | $255K | Hold |
3,605
| – | – | 0.17% | 101 |
|
|
2023
Q2 | $262K | Sell |
3,605
-246
| -6% | -$17.9K | 0.17% | 99 |
|
|
2023
Q1 | $282K | Sell |
3,851
-25
| -0.6% | -$1.83K | 0.19% | 98 |
|
|
2022
Q4 | $293K | Buy |
+3,876
| New | +$293K | 0.21% | 96 |
|