MSWM
McGlone Suttner 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 | $1.14M | Buy |
42,859
+1,845
| +4% | +$48.9K | 0.17% | 63 |
|
|
2025
Q1 | $1.15M | Buy |
41,014
+1,016
| +3% | +$28.4K | 0.19% | 59 |
|
|
2024
Q4 | $1.09M | Buy |
39,998
+25,089
| +168% | +$685K | 0.18% | 58 |
|
|
2024
Q3 | $1.26M | Sell |
14,909
-689
| -4% | -$58.2K | 0.26% | 49 |
|
|
2024
Q2 | $1.19M | Buy |
15,598
+1,014
| +7% | +$77.2K | 0.24% | 48 |
|
|
2024
Q1 | $1.18M | Sell |
14,584
-1,014
| -7% | -$81.8K | 0.22% | 50 |
|
|
2023
Q4 | $1.19M | Sell |
15,598
-916
| -6% | -$69.7K | 0.23% | 48 |
|
|
2023
Q3 | $1.17M | Buy |
16,514
+92
| +0.6% | +$6.51K | 0.27% | 41 |
|
|
2023
Q2 | $1.19M | Buy |
16,422
+28
| +0.2% | +$2.03K | 0.27% | 41 |
|
|
2023
Q1 | $1.2M | Sell |
16,394
-488
| -3% | -$35.7K | 0.31% | 37 |
|
|
2022
Q4 | $1.28M | Buy |
+16,882
| New | +$1.28M | 0.4% | 34 |
|