MWA
Moser 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 | $1.26M | Buy |
47,498
+9,627
| +25% | +$255K | 0.6% | 33 |
|
|
2025
Q1 | $1.06M | Sell |
37,871
-773
| -2% | -$21.6K | 0.55% | 38 |
|
|
2024
Q4 | $1.06M | Buy |
38,644
+28,971
| +300% | +$791K | 0.55% | 38 |
|
|
2024
Q3 | $818K | Buy |
9,673
+1,080
| +13% | +$91.3K | 0.42% | 41 |
|
|
2024
Q2 | $668K | Buy |
8,593
+475
| +6% | +$36.9K | 0.36% | 45 |
|
|
2024
Q1 | $655K | Sell |
8,118
-150
| -2% | -$12.1K | 0.36% | 51 |
|
|
2023
Q4 | $629K | Sell |
8,268
-2,143
| -21% | -$163K | 0.4% | 48 |
|
|
2023
Q3 | $737K | Buy |
10,411
+183
| +2% | +$12.9K | 0.52% | 44 |
|
|
2023
Q2 | $743K | Buy |
+10,228
| New | +$743K | 0.5% | 48 |
|
|
2022
Q4 | $747K | Sell |
9,883
-53
| -0.5% | -$4K | 0.56% | 45 |
|
|
2022
Q3 | $660K | Sell |
9,936
-1,500
| -13% | -$99.6K | 0.52% | 50 |
|
|
2022
Q2 | $819K | Buy |
11,436
+1,036
| +10% | +$74.2K | 0.61% | 42 |
|
|
2022
Q1 | $820K | Buy |
+10,400
| New | +$820K | 0.51% | 44 |
|
|
2020
Q1 | – | Sell |
-3,295
| Closed | -$191K | – | 136 |
|
|
2019
Q4 | $191K | Buy |
+3,295
| New | +$191K | 0.18% | 57 |
|