MWP
SCHD icon

Moller Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Moller Wealth Partners’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2,800
Closed -$201K – 49
2022
Q2 		$201K Hold
2,800
– – 0.07% 49
2022
Q1 		$221K Hold
2,800
– – 0.07% 49
2021
Q4 		$226K Buy
+2,800
New +$226K 0.07% 46