GWA
GGM 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
Q1 | – | Sell |
-18,426
| Closed | -$503K | – | 149 |
|
|
2024
Q4 | $503K | Buy |
18,426
+12,951
| +237% | +$54.7K | 0.26% | 75 |
|
|
2024
Q3 | $463K | Buy |
5,475
+142
| +3% | +$12K | 0.2% | 81 |
|
|
2024
Q2 | $419K | Buy |
5,333
+452
| +9% | +$35.5K | 0.19% | 82 |
|
|
2024
Q1 | $388K | Buy |
+4,881
| New | +$388K | 0.18% | 87 |
|