RWB
RMR Wealth Builders’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 | $432K | Buy |
16,285
+519
| +3% | +$13.8K | 0.04% | 179 |
|
|
2025
Q1 | $441K | Buy |
15,766
+1,126
| +8% | +$31.5K | 0.05% | 161 |
|
|
2024
Q4 | $400K | Buy |
14,640
+10,466
| +251% | +$57.9K | 0.04% | 174 |
|
|
2024
Q3 | $353K | Buy |
4,174
+232
| +6% | +$19.6K | 0.04% | 193 |
|
|
2024
Q2 | $306K | Sell |
3,942
-870
| -18% | -$67.6K | 0.04% | 196 |
|
|
2024
Q1 | $388K | Buy |
4,812
+280
| +6% | +$22.6K | 0.05% | 174 |
|
|
2023
Q4 | $345K | Sell |
4,532
-545
| -11% | -$41.5K | 0.05% | 177 |
|
|
2023
Q3 | $359K | Sell |
5,077
-170
| -3% | -$12K | 0.06% | 166 |
|
|
2023
Q2 | $381K | Buy |
5,247
+530
| +11% | +$38.5K | 0.06% | 141 |
|
|
2023
Q1 | $345K | Buy |
+4,717
| New | +$345K | 0.07% | 149 |
|
|
2021
Q2 | – | Sell |
-953
| Closed | -$69K | – | 600 |
|
|
2021
Q1 | $69K | Buy |
+953
| New | +$69K | 0.02% | 318 |
|
|
2020
Q4 | – | Sell |
-3,686
| Closed | -$204K | – | 553 |
|
|
2020
Q3 | $204K | Buy |
+3,686
| New | +$204K | 0.05% | 201 |
|