FWM
Finer 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 | $287K | Sell |
10,834
-1,956
| -15% | -$51.8K | 0.15% | 76 |
|
|
2025
Q1 | $358K | Buy |
12,790
+147
| +1% | +$4.11K | 0.21% | 68 |
|
|
2024
Q4 | $345K | Buy |
12,643
+8,279
| +190% | +$226K | 0.2% | 71 |
|
|
2024
Q3 | $369K | Sell |
4,364
-200
| -4% | -$16.9K | 0.23% | 64 |
|
|
2024
Q2 | $355K | Buy |
4,564
+218
| +5% | +$17K | 0.23% | 66 |
|
|
2024
Q1 | $350K | Sell |
4,346
-385
| -8% | -$31K | 0.23% | 64 |
|
|
2023
Q4 | $360K | Sell |
4,731
-9
| -0.2% | -$685 | 0.27% | 60 |
|
|
2023
Q3 | $335K | Buy |
4,740
+396
| +9% | +$28K | 0.27% | 60 |
|
|
2023
Q2 | $315K | Sell |
4,344
-383
| -8% | -$27.8K | 0.25% | 65 |
|
|
2023
Q1 | $346K | Sell |
4,727
-301
| -6% | -$22K | 0.29% | 63 |
|
|
2022
Q4 | $380K | Buy |
5,028
+26
| +0.5% | +$1.96K | 0.36% | 58 |
|
|
2022
Q3 | $332K | Buy |
5,002
+215
| +4% | +$14.3K | 0.33% | 62 |
|
|
2022
Q2 | $343K | Sell |
4,787
-124
| -3% | -$8.89K | 0.31% | 62 |
|
|
2022
Q1 | $387K | Sell |
4,911
-397
| -7% | -$31.3K | 0.32% | 63 |
|
|
2021
Q4 | $429K | Buy |
+5,308
| New | +$429K | 0.36% | 57 |
|