MWM
MBE Wealth Management’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 | $4.9M | Buy |
185,079
+6,121
| +3% | +$162K | 2.13% | 12 |
|
|
2025
Q1 | $5M | Buy |
178,958
+132,743
| +287% | +$3.71M | 2.39% | 11 |
|
|
2024
Q4 | $1.26M | Buy |
46,215
+31,018
| +204% | +$847K | 0.71% | 25 |
|
|
2024
Q3 | $1.28M | Sell |
15,197
-579
| -4% | -$48.9K | 0.71% | 23 |
|
|
2024
Q2 | $1.23M | Buy |
15,776
+2,128
| +16% | +$165K | 0.74% | 23 |
|
|
2024
Q1 | $1.1M | Buy |
13,648
+10,412
| +322% | +$840K | 0.68% | 25 |
|
|
2023
Q4 | $246K | Buy |
+3,236
| New | +$246K | 0.13% | 71 |
|
|
2020
Q2 | – | Sell |
-225
| Closed | -$10K | – | 414 |
|
|
2020
Q1 | $10K | Buy |
+225
| New | +$10K | 0.01% | 285 |
|