HWM
HRC 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 | $6.59M | Buy |
248,723
+2,148
| +0.9% | +$56.9K | 3.51% | 5 |
|
|
2025
Q1 | $6.89M | Sell |
246,575
-11,406
| -4% | -$319K | 4.28% | 4 |
|
|
2024
Q4 | $7.05M | Buy |
257,981
+172,909
| +203% | +$4.72M | 4.18% | 4 |
|
|
2024
Q3 | $7.19M | Buy |
85,072
+186
| +0.2% | +$15.7K | 4.64% | 4 |
|
|
2024
Q2 | $6.6M | Buy |
84,886
+721
| +0.9% | +$56.1K | 4.52% | 4 |
|
|
2024
Q1 | $6.79M | Buy |
84,165
+5,027
| +6% | +$405K | 4.96% | 4 |
|
|
2023
Q4 | $6.02M | Buy |
+79,138
| New | +$6.02M | 5.18% | 4 |
|