EWA
EverSource 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 | $3.56M | Buy |
134,251
+12,906
| +11% | +$342K | 0.16% | 119 |
|
|
2025
Q1 | $3.39M | Sell |
121,345
-4,808
| -4% | -$134K | 0.19% | 110 |
|
|
2024
Q4 | $3.45M | Buy |
126,153
+66,256
| +111% | +$1.81M | 0.19% | 105 |
|
|
2024
Q3 | $5.06M | Buy |
59,897
+1,852
| +3% | +$157K | 0.32% | 71 |
|
|
2024
Q2 | $4.79M | Buy |
58,045
+2,709
| +5% | +$224K | 0.32% | 73 |
|
|
2024
Q1 | $4.26M | Buy |
55,336
+8,119
| +17% | +$625K | 0.33% | 72 |
|
|
2023
Q4 | $3.59M | Sell |
47,217
-3,331
| -7% | -$254K | 0.33% | 75 |
|
|
2023
Q3 | $3.58M | Sell |
50,548
-4,883
| -9% | -$346K | 0.38% | 69 |
|
|
2023
Q2 | $4.03M | Sell |
55,431
-818
| -1% | -$59.4K | 0.44% | 58 |
|
|
2023
Q1 | $4.12M | Buy |
56,249
+3,893
| +7% | +$285K | 0.51% | 48 |
|
|
2022
Q4 | $3.95M | Sell |
52,356
-1,261
| -2% | -$95.3K | 0.6% | 35 |
|
|
2022
Q3 | $3.56M | Sell |
53,617
-9,706
| -15% | -$645K | 0.82% | 25 |
|
|
2022
Q2 | $4.54M | Buy |
63,323
+18,006
| +40% | +$1.29M | 1.17% | 14 |
|
|
2022
Q1 | $3.58M | Buy |
45,317
+8,029
| +22% | +$633K | 0.91% | 23 |
|
|
2021
Q4 | $3.01M | Buy |
+37,288
| New | +$3.01M | 0.84% | 25 |
|