EWA
Evolution 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 | $3.65M | Sell |
137,833
-64,371
| -32% | -$1.71M | 0.53% | 36 |
|
|
2025
Q1 | $5.65M | Buy |
202,204
+49
| +0% | +$1.37K | 0.94% | 22 |
|
|
2024
Q4 | $5.52M | Buy |
202,155
+136,789
| +209% | +$3.74M | 0.92% | 22 |
|
|
2024
Q3 | $5.53M | Buy |
65,366
+23
| +0% | +$1.94K | 0.99% | 23 |
|
|
2024
Q2 | $5.08M | Sell |
65,343
-1,104
| -2% | -$85.8K | 0.99% | 24 |
|
|
2024
Q1 | $5.36M | Buy |
66,447
+4,277
| +7% | +$345K | 1.03% | 22 |
|
|
2023
Q4 | $4.73M | Sell |
62,170
-884
| -1% | -$67.3K | 0.95% | 26 |
|
|
2023
Q3 | $4.46M | Buy |
63,054
+2,196
| +4% | +$155K | 1% | 29 |
|
|
2023
Q2 | $4.42M | Buy |
60,858
+2,447
| +4% | +$178K | 0.98% | 28 |
|
|
2023
Q1 | $4.27M | Sell |
58,411
-3,865
| -6% | -$283K | 1.03% | 28 |
|
|
2022
Q4 | $4.7M | Buy |
62,276
+520
| +0.8% | +$39.3K | 1.19% | 24 |
|
|
2022
Q3 | $4.1M | Sell |
61,756
-15,067
| -20% | -$1M | 1.12% | 23 |
|
|
2022
Q2 | $5.5M | Buy |
76,823
+1,095
| +1% | +$78.4K | 1.39% | 19 |
|
|
2022
Q1 | $5.97M | Buy |
75,728
+2,705
| +4% | +$213K | 1.23% | 19 |
|
|
2021
Q4 | $5.9K | Buy |
73,023
+1,336
| +2% | +$108 | 0.89% | 21 |
|
|
2021
Q3 | $5.32M | Buy |
71,687
+6,580
| +10% | +$488K | 1.14% | 21 |
|
|
2021
Q2 | $4.92M | Sell |
65,107
-12,571
| -16% | -$951K | 1% | 23 |
|
|
2021
Q1 | $5.66M | Buy |
77,678
+3,467
| +5% | +$253K | 1.26% | 22 |
|
|
2020
Q4 | $4.76M | Buy |
74,211
+40,395
| +119% | +$2.59M | 1.07% | 27 |
|
|
2020
Q3 | $1.87M | Buy |
33,816
+10,936
| +48% | +$605K | 0.51% | 39 |
|
|
2020
Q2 | $1.18M | Sell |
22,880
-171,087
| -88% | -$8.85M | 0.39% | 41 |
|
|
2020
Q1 | $8.73M | Sell |
193,967
-30,288
| -14% | -$1.36M | 3.52% | 9 |
|
|
2019
Q4 | $13M | Buy |
+224,255
| New | +$13M | 3.25% | 8 |
|