KWM
Kingsview 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 | $14.2M | Buy |
536,291
+44,542
| +9% | +$1.18M | 0.24% | 72 |
|
|
2025
Q1 | $13.7M | Buy |
491,749
+69,128
| +16% | +$1.93M | 0.26% | 69 |
|
|
2024
Q4 | $11.5M | Buy |
422,621
+318,481
| +306% | +$8.7M | 0.22% | 81 |
|
|
2024
Q3 | $8.8M | Buy |
104,140
+17,027
| +20% | +$1.44M | 0.19% | 114 |
|
|
2024
Q2 | $6.77M | Buy |
87,113
+15,917
| +22% | +$1.24M | 0.16% | 142 |
|
|
2024
Q1 | $5.74M | Buy |
71,196
+1,189
| +2% | +$95.9K | 0.14% | 159 |
|
|
2023
Q4 | $5.33M | Buy |
70,007
+19,739
| +39% | +$1.5M | 0.16% | 149 |
|
|
2023
Q3 | $3.56M | Buy |
50,268
+16,765
| +50% | +$1.19M | 0.13% | 184 |
|
|
2023
Q2 | $2.43M | Buy |
33,503
+6,710
| +25% | +$487K | 0.1% | 216 |
|
|
2023
Q1 | $1.96M | Buy |
26,793
+8,957
| +50% | +$655K | 0.08% | 244 |
|
|
2022
Q4 | $1.35M | Buy |
17,836
+7,142
| +67% | +$539K | 0.06% | 292 |
|
|
2022
Q3 | $710K | Sell |
10,694
-51
| -0.5% | -$3.39K | 0.03% | 417 |
|
|
2022
Q2 | $770K | Sell |
10,745
-1,642
| -13% | -$118K | 0.04% | 430 |
|
|
2022
Q1 | $977K | Buy |
12,387
+1,788
| +17% | +$141K | 0.04% | 399 |
|
|
2021
Q4 | $857K | Buy |
10,599
+1,280
| +14% | +$103K | 0.04% | 442 |
|
|
2021
Q3 | $692K | Buy |
9,319
+3,086
| +50% | +$229K | 0.03% | 473 |
|
|
2021
Q2 | $474K | Sell |
6,233
-1,207
| -16% | -$91.8K | 0.02% | 566 |
|
|
2021
Q1 | $546K | Sell |
7,440
-246
| -3% | -$18.1K | 0.03% | 489 |
|
|
2020
Q4 | $493K | Sell |
7,686
-3,340
| -30% | -$214K | 0.04% | 448 |
|
|
2020
Q3 | $610K | Buy |
11,026
+4,144
| +60% | +$229K | 0.05% | 321 |
|
|
2020
Q2 | $356K | Sell |
6,882
-359
| -5% | -$18.6K | 0.04% | 405 |
|
|
2020
Q1 | $326K | Buy |
7,241
+572
| +9% | +$25.8K | 0.04% | 340 |
|
|
2019
Q4 | $386K | Sell |
6,669
-1,416
| -18% | -$82K | 0.05% | 330 |
|
|
2019
Q3 | $443K | Sell |
8,085
-112
| -1% | -$6.14K | 0.07% | 279 |
|
|
2019
Q2 | $435K | Sell |
8,197
-14,916
| -65% | -$792K | 0.07% | 263 |
|
|
2019
Q1 | $1.21M | Sell |
23,113
-2,339
| -9% | -$122K | 0.18% | 148 |
|
|
2018
Q4 | $1.2M | Sell |
25,452
-1,449
| -5% | -$68.1K | 0.26% | 117 |
|
|
2018
Q3 | $1.43M | Buy |
26,901
+1,413
| +6% | +$74.9K | 0.29% | 109 |
|
|
2018
Q2 | $1.26M | Buy |
25,488
+2,955
| +13% | +$146K | 0.3% | 106 |
|
|
2018
Q1 | $1.11M | Buy |
22,533
+984
| +5% | +$48.3K | 0.27% | 107 |
|
|
2017
Q4 | $1.1M | Buy |
21,549
+1,644
| +8% | +$84.1K | 0.39% | 73 |
|
|
2017
Q3 | $932K | Sell |
19,905
-1,746
| -8% | -$81.8K | 0.41% | 70 |
|
|
2017
Q2 | $976K | Sell |
21,651
-1,472
| -6% | -$66.4K | 0.5% | 59 |
|
|
2017
Q1 | $1.03M | Buy |
+23,123
| New | +$1.03M | 0.61% | 48 |
|