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MPWM Advisory Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MPWM Advisory Solutions’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$11.3K Sell
426
-2,642
-86% -$70K 0.01% 290
2025
Q1 		$85.8K Sell
3,068
-120
-4% -$3.36K 0.06% 105
2024
Q4 		$87.1K Buy
+3,188
New +$87.1K 0.06% 112