GMA
Glassy Mountain 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 | $3.05M | Buy |
114,917
+1,089
| +1% | +$28.9K | 0.98% | 38 |
|
|
2025
Q1 | $3.18M | Buy |
113,828
+3,124
| +3% | +$87.3K | 1.13% | 35 |
|
|
2024
Q4 | $3.02M | Buy |
110,704
+76,927
| +228% | +$2.1M | 1.04% | 35 |
|
|
2024
Q3 | $2.86M | Buy |
33,777
+1,272
| +4% | +$108K | 1% | 35 |
|
|
2024
Q2 | $2.53M | Buy |
32,505
+14
| +0% | +$1.09K | 0.94% | 35 |
|
|
2024
Q1 | $2.62M | Buy |
32,491
+2,371
| +8% | +$191K | 0.99% | 35 |
|
|
2023
Q4 | $2.29M | Buy |
+30,120
| New | +$2.29M | 0.95% | 37 |
|