QPWM
Quadrant Private 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 | $210K | Buy |
7,934
+62
| +0.8% | +$1.64K | 0.04% | 238 |
|
|
2025
Q1 | $220K | Buy |
7,872
+158
| +2% | +$4.42K | 0.05% | 212 |
|
|
2024
Q4 | $211K | Buy |
+7,714
| New | +$211K | 0.05% | 229 |
|
|
2024
Q3 | – | Sell |
-3,001
| Closed | -$236K | – | 268 |
|
|
2024
Q2 | $236K | Buy |
+3,001
| New | +$236K | 0.05% | 214 |
|