FWA
FSM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Buy |
26,187
+2,765
| +12% | +$74.8K | 0.12% | 114 |
|
|
2025
Q1 | $655K | Buy |
23,422
+75
| +0.3% | +$2.1K | 0.15% | 88 |
|
|
2024
Q4 | $650K | Buy |
23,347
+15,742
| +207% | +$438K | 0.16% | 84 |
|
|
2024
Q3 | $643K | Hold |
7,605
| – | – | 0.17% | 80 |
|
|
2024
Q2 | $591K | Hold |
7,605
| – | – | 0.2% | 77 |
|
|
2024
Q1 | $613K | Hold |
7,605
| – | – | 0.22% | 74 |
|
|
2023
Q4 | $579K | Hold |
7,605
| – | – | 0.25% | 74 |
|
|
2023
Q3 | $538K | Hold |
7,605
| – | – | 0.27% | 72 |
|
|
2023
Q2 | $557K | Hold |
7,605
| – | – | 0.28% | 75 |
|
|
2023
Q1 | $556K | Hold |
7,605
| – | – | 0.32% | 69 |
|
|
2022
Q4 | $574K | Hold |
7,605
| – | – | 0.41% | 62 |
|
|
2022
Q3 | $505K | Buy |
+7,605
| New | +$505K | 0.42% | 64 |
|