GWSA
Global Wealth Strategies & Associates’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 | $59.1K | Hold |
2,230
| – | – | 0.02% | 103 |
|
|
2025
Q1 | $62.4K | Hold |
2,230
| – | – | 0.02% | 99 |
|
|
2024
Q4 | $60.9K | Buy |
2,230
+1,520
| +214% | +$41.5K | 0.02% | 97 |
|
|
2024
Q3 | $60K | Hold |
710
| – | – | 0.02% | 88 |
|
|
2024
Q2 | $55.2K | Sell |
710
-20
| -3% | -$1.56K | 0.02% | 81 |
|
|
2024
Q1 | $58.9K | Buy |
730
+20
| +3% | +$1.61K | 0.02% | 83 |
|
|
2023
Q4 | $54.1K | Buy |
710
+600
| +545% | +$45.7K | 0.02% | 81 |
|
|
2023
Q3 | $7.8K | Hold |
110
| – | – | ﹤0.01% | 180 |
|
|
2023
Q2 | $8.01K | Hold |
110
| – | – | ﹤0.01% | 183 |
|
|
2023
Q1 | $8.07K | Hold |
110
| – | – | ﹤0.01% | 182 |
|
|
2022
Q4 | $8.33K | Buy |
+110
| New | +$8.33K | ﹤0.01% | 163 |
|