GWM
Global Wealth 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 | $19.4M | Buy |
710,673
+20,994
| +3% | +$573K | 10.64% | 5 |
|
|
2025
Q1 | $19.3M | Buy |
689,679
+444
| +0.1% | +$12.4K | 11.13% | 4 |
|
|
2024
Q4 | $18.8M | Buy |
689,235
+458,338
| +199% | +$12.5M | 12.02% | 4 |
|
|
2024
Q3 | $19.5M | Buy |
+230,897
| New | +$19.5M | 13.2% | 2 |
|