FWM
Foguth 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 | $1.72M | Sell |
64,893
-141,787
| -69% | -$3.76M | 0.37% | 52 |
|
|
2025
Q1 | $5.78M | Sell |
206,680
-54,487
| -21% | -$1.52M | 1.4% | 21 |
|
|
2024
Q4 | $7.33M | Buy |
261,167
+188,533
| +260% | +$5.29M | 1.92% | 15 |
|
|
2024
Q3 | $6.11M | Buy |
72,634
+16,809
| +30% | +$1.41M | 2.22% | 14 |
|
|
2024
Q2 | $4.34M | Buy |
55,825
+12,081
| +28% | +$939K | 1.91% | 18 |
|
|
2024
Q1 | $3.53M | Buy |
+43,744
| New | +$3.53M | 1.89% | 19 |
|