MFC
Morris Financial Concepts’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 | $279K | Hold |
10,545
| – | – | 0.11% | 107 |
|
|
2025
Q1 | $295K | Hold |
10,545
| – | – | 0.12% | 99 |
|
|
2024
Q4 | $288K | Buy |
10,545
+7,030
| +200% | +$192K | 0.12% | 99 |
|
|
2024
Q3 | $297K | Hold |
3,515
| – | – | 0.13% | 89 |
|
|
2024
Q2 | $273K | Hold |
3,515
| – | – | 0.13% | 85 |
|
|
2024
Q1 | $283K | Hold |
3,515
| – | – | 0.15% | 83 |
|
|
2023
Q4 | $268K | Hold |
3,515
| – | – | 0.15% | 82 |
|
|
2023
Q3 | $249K | Hold |
3,515
| – | – | 0.17% | 74 |
|
|
2023
Q2 | $255K | Hold |
3,515
| – | – | 0.17% | 75 |
|
|
2023
Q1 | $257K | Sell |
3,515
-45
| -1% | -$3.29K | 0.18% | 70 |
|
|
2022
Q4 | $269K | Hold |
3,560
| – | – | 0.22% | 67 |
|
|
2022
Q3 | $236K | Hold |
3,560
| – | – | 0.24% | 58 |
|
|
2022
Q2 | $255K | Hold |
3,560
| – | – | 0.24% | 58 |
|
|
2022
Q1 | $281K | Buy |
+3,560
| New | +$281K | 0.23% | 56 |
|