RWA
Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $432K | Buy |
6,104
+2,061
| +51% | +$146K | 0.08% | 170 |
|
|
2023
Q2 | $294K | Buy |
4,043
+217
| +6% | +$15.8K | 0.05% | 226 |
|
|
2023
Q1 | $280K | Sell |
3,826
-280
| -7% | -$20.5K | 0.05% | 231 |
|
|
2022
Q4 | $310K | Buy |
+4,106
| New | +$310K | 0.06% | 212 |
|