KWA
Kingswood Wealth Advisors’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 | $1.49M | Sell |
56,270
-6,734
| -11% | -$178K | 0.12% | 187 |
|
|
2025
Q1 | $1.76M | Sell |
63,004
-5,554
| -8% | -$155K | 0.16% | 152 |
|
|
2024
Q4 | $1.87M | Sell |
68,558
-28,196
| -29% | -$770K | 0.14% | 158 |
|
|
2024
Q3 | $8.18M | Buy |
96,754
+77,701
| +408% | +$6.57M | 0.58% | 27 |
|
|
2024
Q2 | $1.48M | Buy |
19,053
+2,342
| +14% | +$182K | 0.13% | 158 |
|
|
2024
Q1 | $1.35M | Sell |
16,711
-254
| -1% | -$20.5K | 0.16% | 155 |
|
|
2023
Q4 | $1.29M | Buy |
16,965
+3,473
| +26% | +$264K | 0.15% | 159 |
|
|
2023
Q3 | $955K | Buy |
+13,492
| New | +$955K | 0.16% | 149 |
|