Madison Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $699K | Sell |
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|
2025
Q1 | $998K | Buy |
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|
2024
Q4 | $970K | Buy |
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|
2024
Q3 | $992K | Buy |
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|
2024
Q2 | $904K | Sell |
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|
2024
Q1 | $984K | Hold |
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|
2023
Q4 | $929K | Buy |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $363K | Sell |
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|
2023
Q1 | $372K | Buy |
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|
2022
Q4 | $382K | Sell |
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|
2022
Q3 | $429K | Sell |
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|
2022
Q2 | $506K | Buy |
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|
2022
Q1 | $458K | Buy |
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|
2021
Q4 | $469K | Hold |
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|
2021
Q3 | $431K | Buy |
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|
2021
Q2 | $232K | Buy |
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