MWM
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Maridea Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Maridea Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.92M Buy
147,985
+111,542
+306% +$2.96M 1.02% 21
2025
Q1 		$1.02M Sell
36,443
-1,411
-4% -$39.5K 0.33% 55
2024
Q4 		$1.03M Buy
+37,854
New +$1.03M 0.33% 52