GWM
GSB 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 | $264K | Buy |
24,490
+20,205
| +472% | +$218K | 0.06% | 202 |
|
|
2025
Q1 | $120K | Buy |
+4,285
| New | +$120K | 0.03% | 207 |
|
|
2024
Q4 | – | Sell |
-1,463
| Closed | -$124K | – | 231 |
|
|
2024
Q3 | $124K | Sell |
1,463
-3,976
| -73% | -$336K | 0.03% | 215 |
|
|
2024
Q2 | $423K | Buy |
5,439
+37
| +0.7% | +$2.88K | 0.12% | 151 |
|
|
2024
Q1 | $436K | Buy |
5,402
+119
| +2% | +$9.6K | 0.12% | 151 |
|
|
2023
Q4 | $402K | Buy |
5,283
+101
| +2% | +$7.69K | 0.12% | 147 |
|
|
2023
Q3 | $367K | Buy |
5,182
+97
| +2% | +$6.86K | 0.12% | 145 |
|
|
2023
Q2 | $369K | Sell |
5,085
-2,650
| -34% | -$192K | 0.12% | 152 |
|
|
2023
Q1 | $584K | Buy |
+7,735
| New | +$584K | 0.19% | 134 |
|