RWA
Redmont 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
Q1 | $4.28K | Buy |
+153
| New | +$4.28K | 0.01% | 136 |
|
|
2024
Q4 | – | Sell |
-50
| Closed | -$4.25K | – | 258 |
|
|
2024
Q3 | $4.25K | Buy |
50
+1
| +2% | +$85 | 0.01% | 268 |
|
|
2024
Q2 | $3.84K | Hold |
49
| – | – | 0.01% | 279 |
|
|
2024
Q1 | $3.98K | Buy |
+49
| New | +$3.98K | 0.01% | 279 |
|
|
2023
Q1 | – | Sell |
-3,048
| Closed | -$230K | – | 103 |
|
|
2022
Q4 | $230K | Sell |
3,048
-257
| -8% | -$19.4K | 0.27% | 94 |
|
|
2022
Q3 | $220K | Buy |
3,305
+305
| +10% | +$20.3K | 0.29% | 85 |
|
|
2022
Q2 | $215K | Hold |
3,000
| – | – | 0.26% | 93 |
|
|
2022
Q1 | $237K | Hold |
3,000
| – | – | 0.25% | 87 |
|
|
2021
Q4 | $242K | Buy |
+3,000
| New | +$242K | 0.26% | 86 |
|