QWM
Quadcap 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 | $245K | Buy |
9,246
+61
| +0.7% | +$1.62K | 0.03% | 345 |
|
|
2025
Q1 | $257K | Buy |
9,185
+39
| +0.4% | +$1.09K | 0.04% | 325 |
|
|
2024
Q4 | $250K | Buy |
+9,146
| New | +$250K | 0.04% | 329 |
|
|
2024
Q3 | – | Sell |
-3,327
| Closed | -$236K | – | 390 |
|
|
2024
Q2 | $236K | Sell |
3,327
-2,933
| -47% | -$208K | 0.04% | 339 |
|
|
2024
Q1 | $505K | Buy |
6,260
+1,144
| +22% | +$92.2K | 0.11% | 209 |
|
|
2023
Q4 | $389K | Buy |
+5,116
| New | +$389K | 0.1% | 235 |
|