FWM
Fonville 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 | – | Sell |
-11,323
| Closed | -$309K | – | 126 |
|
|
2025
Q1 | $309K | Sell |
11,323
-15
| -0.1% | -$409 | 0.09% | 95 |
|
|
2024
Q4 | $310K | Buy |
11,338
+7,559
| +200% | +$207K | 0.1% | 87 |
|
|
2024
Q3 | $319K | Sell |
3,779
-186
| -5% | -$15.7K | 0.11% | 89 |
|
|
2024
Q2 | $309K | Buy |
+3,965
| New | +$309K | 0.12% | 79 |
|