Madison Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Sell |
26,392
-9,297
| -26% | -$246K | 0.15% | 70 |
|
|
2025
Q1 | $998K | Buy |
35,689
+172
| +0.5% | +$4.81K | 0.25% | 52 |
|
|
2024
Q4 | $970K | Buy |
35,517
+303
| +0.9% | +$8.28K | 0.27% | 49 |
|
|
2024
Q3 | $992K | Buy |
35,214
+324
| +0.9% | +$9.13K | 0.29% | 49 |
|
|
2024
Q2 | $904K | Sell |
34,890
-1,710
| -5% | -$44.3K | 0.31% | 44 |
|
|
2024
Q1 | $984K | Hold |
36,600
| – | – | 0.36% | 34 |
|
|
2023
Q4 | $929K | Buy |
36,600
+26,928
| +278% | +$683K | 0.37% | 35 |
|
|
2023
Q3 | $228K | Sell |
9,672
-5,322
| -35% | -$126K | 0.12% | 80 |
|
|
2023
Q2 | $363K | Sell |
14,994
-240
| -2% | -$5.81K | 0.17% | 58 |
|
|
2023
Q1 | $372K | Buy |
15,234
+51
| +0.3% | +$1.24K | 0.19% | 58 |
|
|
2022
Q4 | $382K | Sell |
15,183
-4,182
| -22% | -$105K | 0.22% | 51 |
|
|
2022
Q3 | $429K | Sell |
19,365
-1,839
| -9% | -$40.7K | 0.28% | 43 |
|
|
2022
Q2 | $506K | Buy |
21,204
+3,780
| +22% | +$90.2K | 0.32% | 37 |
|
|
2022
Q1 | $458K | Buy |
17,424
+6
| +0% | +$158 | 0.26% | 40 |
|
|
2021
Q4 | $469K | Hold |
17,418
| – | – | 0.24% | 40 |
|
|
2021
Q3 | $431K | Buy |
17,418
+8,226
| +89% | +$204K | 0.24% | 40 |
|
|
2021
Q2 | $232K | Buy |
+9,192
| New | +$232K | 0.13% | 58 |
|