FTWA
Fifth Third 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 | $6.11M | Sell |
230,571
-22,666
| -9% | -$601K | 0.26% | 66 |
|
|
2025
Q1 | $7.08M | Buy |
253,237
+31,956
| +14% | +$893K | 0.37% | 44 |
|
|
2024
Q4 | $6.05M | Buy |
221,281
+154,965
| +234% | +$4.23M | 0.33% | 48 |
|
|
2024
Q3 | $5.61M | Buy |
66,316
+6,933
| +12% | +$586K | 0.34% | 47 |
|
|
2024
Q2 | $4.62M | Buy |
59,383
+18,262
| +44% | +$1.42M | 0.35% | 47 |
|
|
2024
Q1 | $3.32M | Buy |
41,121
+6,621
| +19% | +$534K | 0.52% | 32 |
|
|
2023
Q4 | $2.63M | Sell |
34,500
-251
| -0.7% | -$19.1K | 0.85% | 24 |
|
|
2023
Q3 | $2.46M | Buy |
+34,751
| New | +$2.46M | 0.99% | 22 |
|