NIWA
New Insight 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 | $15.4M | Sell |
580,869
-18,592
| -3% | -$493K | 6.33% | 3 |
|
|
2025
Q1 | $16.8M | Buy |
599,461
+77,081
| +15% | +$2.16M | 7.61% | 2 |
|
|
2024
Q4 | $14.3M | Buy |
522,380
+357,380
| +217% | +$9.76M | 7.15% | 2 |
|
|
2024
Q3 | $13.9M | Buy |
165,000
+12,041
| +8% | +$1.02M | 7.34% | 2 |
|
|
2024
Q2 | $11.9M | Buy |
152,959
+11,690
| +8% | +$909K | 7% | 2 |
|
|
2024
Q1 | $11.4M | Buy |
141,269
+1,036
| +0.7% | +$83.5K | 7.11% | 3 |
|
|
2023
Q4 | $10.7M | Buy |
+140,233
| New | +$10.7M | 7.19% | 2 |
|