MWS
SCHD icon

MFA Wealth Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MFA Wealth Services’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.2M Sell
233,831
-41,450
-15% -$1.1M 4.66% 4
2025
Q1 		$7.7M Sell
275,281
-59,659
-18% -$1.67M 6.33% 2
2024
Q4 		$9.15M Buy
+334,940
New +$9.15M 7.34% 2