IWP
Insight Wealth Partners’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 | $951K | Buy |
35,884
+5,406
| +18% | +$143K | 0.37% | 43 |
|
|
2025
Q1 | $852K | Sell |
30,478
-2,014
| -6% | -$56.3K | 0.14% | 45 |
|
|
2024
Q4 | $888K | Buy |
32,492
+20,023
| +161% | +$547K | 0.12% | 40 |
|
|
2024
Q3 | $1.05M | Buy |
12,469
+1,624
| +15% | +$137K | 0.21% | 37 |
|
|
2024
Q2 | $843K | Buy |
10,845
+1,371
| +14% | +$107K | 0.15% | 34 |
|
|
2024
Q1 | $764K | Buy |
9,474
+3,092
| +48% | +$249K | 0.13% | 38 |
|
|
2023
Q4 | $486K | Buy |
6,382
+1,602
| +34% | +$122K | 0.08% | 50 |
|
|
2023
Q3 | $338K | Hold |
4,780
| – | – | 0.07% | 52 |
|
|
2023
Q2 | $347K | Hold |
4,780
| – | – | 0.08% | 54 |
|
|
2023
Q1 | $350K | Hold |
4,780
| – | – | 0.08% | 43 |
|
|
2022
Q4 | $361K | Hold |
4,780
| – | – | 0.27% | 38 |
|
|
2022
Q3 | $318K | Hold |
4,780
| – | – | 0.3% | 43 |
|
|
2022
Q2 | $342K | Hold |
4,780
| – | – | 0.26% | 42 |
|
|
2022
Q1 | $377K | Hold |
4,780
| – | – | 0.21% | 46 |
|
|
2021
Q4 | $386K | Hold |
4,780
| – | – | 0.07% | 54 |
|
|
2021
Q3 | $355K | Hold |
4,780
| – | – | 0.19% | 42 |
|
|
2021
Q2 | $361K | Sell |
4,780
-130
| -3% | -$9.82K | 0.19% | 42 |
|
|
2021
Q1 | $358K | Buy |
+4,910
| New | +$358K | 0.18% | 40 |
|