MWA
Muirfield 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 | $2.61M | Buy |
98,573
+15,988
| +19% | +$424K | 2.08% | 16 |
|
|
2025
Q1 | $2.31M | Buy |
82,585
+110
| +0.1% | +$3.08K | 1.96% | 15 |
|
|
2024
Q4 | $2.25M | Buy |
82,475
+55,515
| +206% | +$1.52M | 1.86% | 15 |
|
|
2024
Q3 | $2.28M | Buy |
26,960
+470
| +2% | +$39.7K | 1.94% | 14 |
|
|
2024
Q2 | $2.06M | Sell |
26,490
-171
| -0.6% | -$13.3K | 1.93% | 14 |
|
|
2024
Q1 | $2.15M | Sell |
26,661
-159
| -0.6% | -$12.8K | 2.07% | 14 |
|
|
2023
Q4 | $2.04M | Buy |
+26,820
| New | +$2.04M | 2.16% | 13 |
|