MWG
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Martin Worley Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Martin Worley Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.99M Buy
188,118
+14,429
+8% +$382K 2.44% 10
2025
Q1 		$4.86M Buy
173,689
+2,260
+1% +$63.2K 2.77% 8
2024
Q4 		$4.68M Buy
+171,429
New +$4.68M 2.93% 8