M1FG
Mach-1 Financial Group’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 | $498K | Sell |
18,797
-6,578
| -26% | -$174K | 0.15% | 114 |
|
|
2025
Q1 | $709K | Buy |
+25,375
| New | +$709K | 0.21% | 116 |
|
|
2024
Q4 | – | Sell |
-5,722
| Closed | -$484K | – | 79 |
|
|
2024
Q3 | $484K | Buy |
5,722
+214
| +4% | +$18.1K | 0.3% | 37 |
|
|
2024
Q2 | $429K | Buy |
5,508
+436
| +9% | +$34K | 0.29% | 36 |
|
|
2024
Q1 | $409K | Buy |
5,072
+141
| +3% | +$11.4K | 0.31% | 33 |
|
|
2023
Q4 | $375K | Buy |
4,931
+456
| +10% | +$34.7K | 0.14% | 164 |
|
|
2023
Q3 | $317K | Buy |
4,475
+218
| +5% | +$15.4K | 0.13% | 166 |
|
|
2023
Q2 | $309K | Buy |
4,257
+1,843
| +76% | +$134K | 0.09% | 164 |
|
|
2023
Q1 | $9.68M | Buy |
+2,414
| New | +$9.68M | 0.06% | 134 |
|
|
2022
Q4 | – | Sell |
-281
| Closed | -$18K | – | 389 |
|
|
2022
Q3 | $18K | Hold |
281
| – | – | 0.02% | 170 |
|
|
2022
Q2 | $19K | Buy |
+281
| New | +$19K | 0.01% | 180 |
|