EWM
Evergreen 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 | $1.25M | Sell |
47,111
-112
| -0.2% | -$2.97K | 0.7% | 41 |
|
|
2025
Q1 | $1.32M | Sell |
47,223
-643
| -1% | -$18K | 0.79% | 38 |
|
|
2024
Q4 | $1.31M | Buy |
47,866
+30,810
| +181% | +$842K | 0.77% | 41 |
|
|
2024
Q3 | $1.44M | Sell |
17,056
-909
| -5% | -$76.8K | 0.87% | 38 |
|
|
2024
Q2 | $1.4M | Hold |
17,965
| – | – | 0.93% | 39 |
|
|
2024
Q1 | $1.45M | Hold |
17,965
| – | – | 0.98% | 38 |
|
|
2023
Q4 | $1.37M | Sell |
17,965
-345
| -2% | -$26.3K | 1.01% | 37 |
|
|
2023
Q3 | $1.3M | Sell |
18,310
-61,397
| -77% | -$4.34M | 1.02% | 36 |
|
|
2023
Q2 | $5.79M | Buy |
79,707
+8,289
| +12% | +$602K | 4.53% | 4 |
|
|
2023
Q1 | $5.22M | Sell |
71,418
-1,897
| -3% | -$139K | 4.64% | 4 |
|
|
2022
Q4 | $5.46M | Buy |
+73,315
| New | +$5.46M | 5.02% | 4 |
|