GWP
Gateway Wealth Partners’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 | $651K | Buy |
24,558
+11,675
| +91% | +$309K | 0.12% | 171 |
|
|
2025
Q1 | $360K | Buy |
12,883
+400
| +3% | +$11.2K | 0.08% | 230 |
|
|
2024
Q4 | $341K | Buy |
12,483
+9,189
| +279% | +$251K | 0.09% | 213 |
|
|
2024
Q3 | $278K | Buy |
+3,294
| New | +$278K | 0.08% | 221 |
|
|
2023
Q4 | – | Sell |
-10,323
| Closed | -$730K | – | 262 |
|
|
2023
Q3 | $730K | Buy |
10,323
+2,709
| +36% | +$192K | 0.13% | 99 |
|
|
2023
Q2 | $553K | Buy |
+7,614
| New | +$553K | 0.1% | 113 |
|