MWM
Modern 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 | $6.13M | Buy |
231,152
+37,914
| +20% | +$1M | 0.15% | 140 |
|
|
2025
Q1 | $5.4M | Sell |
193,238
-382,991
| -66% | -$10.7M | 0.17% | 117 |
|
|
2024
Q4 | $15.7M | Buy |
576,229
+551,060
| +2,189% | +$15.1M | 0.59% | 37 |
|
|
2024
Q3 | $2.13M | Sell |
25,169
-239,671
| -90% | -$20.3M | 0.13% | 106 |
|
|
2024
Q2 | $20.6M | Buy |
+264,840
| New | +$20.6M | 1.52% | 15 |
|