EWM
Evermay 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 | $98.7K | Sell |
3,724
-177
| -5% | -$4.69K | 0.01% | 266 |
|
|
2025
Q1 | $109K | Sell |
3,901
-260
| -6% | -$7.27K | 0.01% | 252 |
|
|
2024
Q4 | $114K | Buy |
4,161
+2,724
| +190% | +$74.4K | 0.02% | 244 |
|
|
2024
Q3 | $121K | Sell |
1,437
-306
| -18% | -$25.9K | 0.02% | 247 |
|
|
2024
Q2 | $136K | Sell |
1,743
-151
| -8% | -$11.8K | 0.02% | 233 |
|
|
2024
Q1 | $153K | Buy |
1,894
+34
| +2% | +$2.74K | 0.02% | 219 |
|
|
2023
Q4 | $142K | Sell |
1,860
-150
| -7% | -$11.4K | 0.03% | 210 |
|
|
2023
Q3 | $142K | Buy |
2,010
+706
| +54% | +$50K | 0.03% | 198 |
|
|
2023
Q2 | $94.7K | Hold |
1,304
| – | – | 0.02% | 251 |
|
|
2023
Q1 | $95.4K | Hold |
1,304
| – | – | 0.02% | 243 |
|
|
2022
Q4 | $98.5K | Buy |
1,304
+29
| +2% | +$2.19K | 0.02% | 229 |
|
|
2022
Q3 | $85K | Sell |
1,275
-520
| -29% | -$34.7K | 0.02% | 233 |
|
|
2022
Q2 | $129K | Buy |
1,795
+490
| +38% | +$35.2K | 0.03% | 193 |
|
|
2022
Q1 | $103K | Hold |
1,305
| – | – | 0.02% | 250 |
|
|
2021
Q4 | $105K | Sell |
1,305
-30
| -2% | -$2.41K | 0.02% | 227 |
|
|
2021
Q3 | $99K | Hold |
1,335
| – | – | 0.02% | 217 |
|
|
2021
Q2 | $101K | Buy |
+1,335
| New | +$101K | 0.02% | 222 |
|
|
2020
Q1 | – | Sell |
-3,935
| Closed | -$228K | – | 155 |
|
|
2019
Q4 | $228K | Buy |
+3,935
| New | +$228K | 0.06% | 145 |
|
|
2015
Q3 | – | Sell |
-118,860
| Closed | -$4.55M | – | 86 |
|
|
2015
Q2 | $4.55M | Sell |
118,860
-10,220
| -8% | -$391K | 2.71% | 10 |
|
|
2015
Q1 | $5.09M | Sell |
129,080
-2,445
| -2% | -$96.4K | 3.01% | 9 |
|
|
2014
Q4 | $5.24M | Buy |
131,525
+7,855
| +6% | +$313K | 3.4% | 7 |
|
|
2014
Q3 | $4.77M | Buy |
123,670
+1,445
| +1% | +$55.7K | 4.09% | 5 |
|
|
2014
Q2 | $4.68M | Buy |
122,225
+55,370
| +83% | +$2.12M | 4.05% | 5 |
|
|
2014
Q1 | $2.46M | Buy |
66,855
+12,300
| +23% | +$453K | 2.62% | 7 |
|
|
2013
Q4 | $2M | Buy |
+54,555
| New | +$2M | 2.78% | 6 |
|