PSIWM
Paradigm Strategies in Wealth Management’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 | $19.2M | Buy |
723,733
+21,445
| +3% | +$568K | 12.56% | 2 |
|
|
2025
Q1 | $19.6M | Sell |
702,288
-1,293
| -0.2% | -$36.2K | 13.24% | 1 |
|
|
2024
Q4 | $19.2M | Buy |
703,581
+459,361
| +188% | +$12.5M | 12.67% | 3 |
|
|
2024
Q3 | $20.6M | Buy |
244,220
+1,473
| +0.6% | +$125K | 12.93% | 2 |
|
|
2024
Q2 | $18.9M | Buy |
242,747
+15,209
| +7% | +$1.18M | 11.59% | 4 |
|
|
2024
Q1 | $18.3M | Buy |
227,538
+3,056
| +1% | +$246K | 11.32% | 3 |
|
|
2023
Q4 | $17.1M | Buy |
224,482
+2,127
| +1% | +$162K | 11.24% | 3 |
|
|
2023
Q3 | $15.7M | Buy |
222,355
+8,146
| +4% | +$576K | 10.03% | 3 |
|
|
2023
Q2 | $15.6M | Buy |
214,209
+32,964
| +18% | +$2.39M | 10.53% | 2 |
|
|
2023
Q1 | $13.3M | Buy |
181,245
+8,105
| +5% | +$593K | 10.44% | 4 |
|
|
2022
Q4 | $13.1M | Buy |
173,140
+25,178
| +17% | +$1.9M | 11.64% | 3 |
|
|
2022
Q3 | $9.83M | Buy |
147,962
+10,695
| +8% | +$710K | 8.96% | 5 |
|
|
2022
Q2 | $9.83M | Buy |
137,267
+7,944
| +6% | +$569K | 10.7% | 4 |
|
|
2022
Q1 | $10.2M | Buy |
129,323
+227
| +0.2% | +$17.9K | 10.66% | 4 |
|
|
2021
Q4 | $10.4M | Buy |
129,096
+1,564
| +1% | +$126K | 10.57% | 4 |
|
|
2021
Q3 | $9.47M | Buy |
127,532
+1,700
| +1% | +$126K | 8.94% | 4 |
|
|
2021
Q2 | $9.52M | Sell |
125,832
-971
| -0.8% | -$73.4K | 8.56% | 4 |
|
|
2021
Q1 | $9.25M | Buy |
+126,803
| New | +$9.25M | 8.93% | 4 |
|