FMA Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
96,113
+2,233
| +2% | +$59.2K | 1.88% | 18 |
|
|
2025
Q1 | $2.68M | Sell |
93,880
-144
| -0.2% | -$4.11K | 2.06% | 17 |
|
|
2024
Q4 | $2.57M | Buy |
94,024
+676
| +0.7% | +$18.5K | 1.91% | 18 |
|
|
2024
Q3 | $2.63M | Buy |
93,348
+3,729
| +4% | +$105K | 1.91% | 18 |
|
|
2024
Q2 | $2.32M | Buy |
89,619
+18
| +0% | +$467 | 1.88% | 18 |
|
|
2024
Q1 | $2.41M | Buy |
89,601
+4,947
| +6% | +$133K | 2% | 17 |
|
|
2023
Q4 | $2.15M | Buy |
+84,654
| New | +$2.15M | 1.96% | 16 |
|