RCWM
SCHD icon

Red Crane 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
$685K Sell
25,853
-3,967
-13% -$105K 0.62% 36
2025
Q1
$834K Buy
29,820
+523
+2% +$14.6K 0.8% 34
2024
Q4
$800K Buy
+29,297
New +$800K 0.76% 35