FMWA
Forvis Mazars Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,343
| Closed | -$283K | – | 427 |
|
|
2024
Q3 | $283K | Buy |
3,343
+378
| +13% | +$32K | 0.01% | 391 |
|
|
2024
Q2 | $231K | Sell |
2,965
-346
| -10% | -$26.9K | 0.01% | 382 |
|
|
2024
Q1 | $267K | Buy |
3,311
+25
| +0.8% | +$2.02K | 0.01% | 361 |
|
|
2023
Q4 | $250K | Sell |
3,286
-233
| -7% | -$17.7K | 0.01% | 355 |
|
|
2023
Q3 | $249K | Buy |
+3,519
| New | +$249K | 0.01% | 351 |
|
|
2018
Q2 | – | Sell |
-10,250
| Closed | -$503K | – | 240 |
|
|
2018
Q1 | $503K | Hold |
10,250
| – | – | 0.05% | 141 |
|
|
2017
Q4 | $524K | Buy |
+10,250
| New | +$524K | 0.05% | 144 |
|