MWA
MFA 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 | $33.7M | Sell |
1,270,714
-212,729
| -14% | -$5.64M | 7.9% | 4 |
|
|
2025
Q1 | $41.5M | Buy |
1,483,443
+5,364
| +0.4% | +$150K | 10.27% | 2 |
|
|
2024
Q4 | $40.4M | Buy |
1,478,079
+1,066,485
| +259% | +$29.1M | 10.33% | 2 |
|
|
2024
Q3 | $34.8M | Buy |
411,594
+238,891
| +138% | +$20.2M | 7.61% | 2 |
|
|
2024
Q2 | $13.4M | Sell |
172,703
-2,115
| -1% | -$164K | 2.93% | 10 |
|
|
2024
Q1 | $14.1M | Sell |
174,818
-224
| -0.1% | -$18.1K | 3.71% | 8 |
|
|
2023
Q4 | $13.3M | Buy |
175,042
+1,961
| +1% | +$149K | 3.75% | 8 |
|
|
2023
Q3 | $12.2M | Buy |
173,081
+8,624
| +5% | +$610K | 3.8% | 7 |
|
|
2023
Q2 | $11.9M | Buy |
164,457
+3,361
| +2% | +$244K | 3.76% | 7 |
|
|
2023
Q1 | $11.8M | Buy |
161,096
+1,897
| +1% | +$139K | 3.88% | 7 |
|
|
2022
Q4 | $12M | Sell |
159,199
-2,346
| -1% | -$177K | 4.35% | 7 |
|
|
2022
Q3 | $10.7M | Buy |
161,545
+6,405
| +4% | +$425K | 3.97% | 8 |
|
|
2022
Q2 | $11.1M | Buy |
155,140
+3,718
| +2% | +$266K | 4.06% | 6 |
|
|
2022
Q1 | $11.9M | Buy |
151,422
+6,632
| +5% | +$523K | 3.81% | 6 |
|
|
2021
Q4 | $11.7M | Buy |
144,790
+5,909
| +4% | +$478K | 4.95% | 4 |
|
|
2021
Q3 | $10.3M | Buy |
138,881
+3,321
| +2% | +$247K | 4.73% | 4 |
|
|
2021
Q2 | $10.3M | Buy |
135,560
+25,190
| +23% | +$1.91M | 4.63% | 5 |
|
|
2021
Q1 | $8.04M | Buy |
110,370
+16,381
| +17% | +$1.19M | 3.9% | 6 |
|
|
2020
Q4 | $6.03M | Buy |
93,989
+383
| +0.4% | +$24.6K | 5.37% | 6 |
|
|
2020
Q3 | $5.18M | Sell |
93,606
-1,602
| -2% | -$88.6K | 5.5% | 8 |
|
|
2020
Q2 | $4.93M | Buy |
+95,208
| New | +$4.93M | 3.18% | 12 |
|
|
2020
Q1 | – | Sell |
-135,376
| Closed | -$7.84M | – | 56 |
|
|
2019
Q4 | $7.84M | Buy |
135,376
+7,627
| +6% | +$442K | 5.69% | 5 |
|
|
2019
Q3 | $7M | Buy |
127,749
+4,270
| +3% | +$234K | 5.7% | 5 |
|
|
2019
Q2 | $6.55M | Sell |
123,479
-404
| -0.3% | -$21.4K | 4.93% | 6 |
|
|
2019
Q1 | $6.48M | Buy |
+123,883
| New | +$6.48M | 4.26% | 6 |
|