RWP
Ridgecrest Wealth Partners’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 | $626K | Sell |
23,638
-771
| -3% | -$20.4K | 0.33% | 56 |
|
|
2025
Q1 | $682K | Buy |
24,409
+479
| +2% | +$13.4K | 0.36% | 52 |
|
|
2024
Q4 | $654K | Buy |
23,930
+16,812
| +236% | +$459K | 0.35% | 51 |
|
|
2024
Q3 | $602K | Buy |
7,118
+305
| +4% | +$25.8K | 0.31% | 56 |
|
|
2024
Q2 | $530K | Buy |
6,813
+1,725
| +34% | +$134K | 0.32% | 55 |
|
|
2024
Q1 | $410K | Buy |
5,088
+1
| +0% | +$81 | 0.24% | 69 |
|
|
2023
Q4 | $387K | Buy |
+5,087
| New | +$387K | 0.26% | 67 |
|