MWA
Midland 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 | $390K | Sell |
14,712
-3,570
| -20% | -$94.6K | 0.02% | 133 |
|
|
2025
Q1 | $511K | Sell |
18,282
-454
| -2% | -$12.7K | 0.03% | 128 |
|
|
2024
Q4 | $512K | Buy |
18,736
+12,455
| +198% | +$340K | 0.03% | 128 |
|
|
2024
Q3 | $531K | Sell |
6,281
-1,358
| -18% | -$115K | 0.03% | 131 |
|
|
2024
Q2 | $594K | Buy |
7,639
+1,608
| +27% | +$125K | 0.04% | 125 |
|
|
2024
Q1 | $486K | Buy |
+6,031
| New | +$486K | 0.03% | 136 |
|