FWM
ForthRight 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 | $31.9M | Buy |
1,205,516
+146,036
| +14% | +$3.87M | 9.96% | 2 |
|
|
2025
Q1 | $29.6M | Buy |
1,059,480
+28,356
| +3% | +$793K | 9.91% | 3 |
|
|
2024
Q4 | $28.2M | Buy |
1,031,124
+695,920
| +208% | +$19M | 9.39% | 3 |
|
|
2024
Q3 | $28.3M | Buy |
335,204
+28,356
| +9% | +$2.4M | 9.43% | 3 |
|
|
2024
Q2 | $23.9M | Buy |
306,848
+23,188
| +8% | +$1.8M | 8.58% | 5 |
|
|
2024
Q1 | $22.9M | Buy |
283,660
+11,478
| +4% | +$925K | 8.21% | 5 |
|
|
2023
Q4 | $20.7M | Buy |
272,182
+7,701
| +3% | +$586K | 8.03% | 5 |
|
|
2023
Q3 | $18.7M | Buy |
264,481
+5,083
| +2% | +$360K | 8.06% | 5 |
|
|
2023
Q2 | $18.8M | Buy |
259,398
+112,731
| +77% | +$8.19M | 7.87% | 5 |
|
|
2023
Q1 | $10.7M | Buy |
146,667
+89,967
| +159% | +$6.58M | 4.91% | 7 |
|
|
2022
Q4 | $4.28M | Sell |
56,700
-387
| -0.7% | -$29.2K | 2.19% | 11 |
|
|
2022
Q3 | $3.79M | Buy |
57,087
+1,925
| +3% | +$128K | 2.22% | 11 |
|
|
2022
Q2 | $3.95M | Sell |
55,162
-3,313
| -6% | -$237K | 2.2% | 13 |
|
|
2022
Q1 | $4.61M | Buy |
58,475
+16,948
| +41% | +$1.34M | 2.38% | 11 |
|
|
2021
Q4 | $3.36M | Buy |
+41,527
| New | +$3.36M | 1.83% | 10 |
|