RW
RVW Wealth’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 | $4.32M | Sell |
163,055
-25,438
| -13% | -$674K | 0.37% | 40 |
|
|
2025
Q1 | $5.27M | Sell |
188,493
-467,273
| -71% | -$13.1M | 0.5% | 36 |
|
|
2024
Q4 | $17.9M | Buy |
655,766
+428,693
| +189% | +$11.7M | 1.67% | 23 |
|
|
2024
Q3 | $19.2M | Buy |
227,073
+4,819
| +2% | +$407K | 1.78% | 22 |
|
|
2024
Q2 | $17.3M | Buy |
222,254
+7,358
| +3% | +$572K | 1.72% | 24 |
|
|
2024
Q1 | $17.3M | Buy |
214,896
+11,728
| +6% | +$946K | 1.78% | 21 |
|
|
2023
Q4 | $15.5M | Sell |
203,168
-8,284
| -4% | -$631K | 1.7% | 25 |
|
|
2023
Q3 | $15M | Sell |
211,452
-103,384
| -33% | -$7.32M | 1.8% | 23 |
|
|
2023
Q2 | $22.9M | Buy |
314,836
+153,397
| +95% | +$11.1M | 2.7% | 10 |
|
|
2023
Q1 | $11.8M | Buy |
161,439
+150,488
| +1,374% | +$11M | 1.46% | 27 |
|
|
2022
Q4 | $827K | Sell |
10,951
-12,209
| -53% | -$922K | 0.11% | 80 |
|
|
2022
Q3 | $1.54M | Sell |
23,160
-1,379
| -6% | -$91.6K | 0.22% | 61 |
|
|
2022
Q2 | $1.76M | Buy |
+24,539
| New | +$1.76M | 0.24% | 58 |
|