GM
GeoWealth 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 | $85 | Sell |
3
-519,411
| -100% | -$14.7M | ﹤0.01% | 1201 |
|
|
2025
Q1 | $14.5M | Buy |
519,414
+519,321
| +558,410% | +$14.5M | 0.58% | 30 |
|
|
2024
Q4 | $2.55K | Buy |
93
+62
| +200% | +$1.7K | ﹤0.01% | 1628 |
|
|
2024
Q3 | $2.63K | Buy |
+31
| New | +$2.63K | ﹤0.01% | 1532 |
|
|
2024
Q1 | – | Sell |
-15,432
| Closed | -$1.18M | – | 899 |
|
|
2023
Q4 | $1.18M | Buy |
+15,432
| New | +$1.18M | 0.1% | 195 |
|
|
2022
Q2 | – | Sell |
-19,373
| Closed | -$1.53M | – | 389 |
|
|
2022
Q1 | $1.53M | Sell |
19,373
-95,598
| -83% | -$7.54M | 0.13% | 115 |
|
|
2021
Q4 | $9.29M | Sell |
114,971
-409,707
| -78% | -$33.1M | 0.76% | 37 |
|
|
2021
Q3 | $39M | Buy |
+524,678
| New | +$39M | 3.21% | 2 |
|
|
2019
Q4 | – | Sell |
-5,775
| Closed | -$316K | – | 185 |
|
|
2019
Q3 | $316K | Buy |
+5,775
| New | +$316K | 0.07% | 141 |
|