MCWA
Meadow Creek Wealth Advisors’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 | $343K | Hold |
12,952
| – | – | 0.23% | 94 |
|
|
2025
Q1 | $362K | Buy |
12,952
+2,947
| +29% | +$82.4K | 0.27% | 80 |
|
|
2024
Q4 | $273K | Buy |
10,005
+6,670
| +200% | +$182K | 0.2% | 103 |
|
|
2024
Q3 | $282K | Hold |
3,335
| – | – | 0.22% | 103 |
|
|
2024
Q2 | $259K | Buy |
+3,335
| New | +$259K | 0.25% | 98 |
|
|
2022
Q3 | $333K | Sell |
5,011
-2,350
| -32% | -$156K | 0.44% | 62 |
|
|
2022
Q2 | $527K | Sell |
7,361
-817
| -10% | -$58.5K | 0.65% | 36 |
|
|
2022
Q1 | $645K | Sell |
8,178
-8,019
| -50% | -$632K | 0.7% | 34 |
|
|
2021
Q4 | $1.31M | Buy |
+16,197
| New | +$1.31M | 1.24% | 12 |
|