IWM
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Iams Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Iams Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-15,351
Closed -$429K – 185
2025
Q1 		$429K Sell
15,351
-16,439
-52% -$460K 0.2% 116
2024
Q4 		$869K Buy
31,790
+25,689
+421% +$702K 0.4% 71
2024
Q3 		$516K Buy
+6,101
New +$516K 0.25% 101