RWM
SCHD icon

Revisor 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
$280K Sell
10,166
-7,976
-44% -$219K 0.1% 219
2025
Q1
$507K Buy
18,142
+675
+4% +$18.9K 0.23% 102
2024
Q4
$477K Buy
+17,467
New +$477K 0.44% 47