RWA Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.27M | Buy |
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|
2025
Q2 | $1.21M | Sell |
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|
2025
Q1 | $1.29M | Buy |
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|
2024
Q4 | $1.24M | Buy |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.2M | Buy |
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|
2023
Q4 | $896K | Buy |
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|
2023
Q3 | $553K | Buy |
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|
2023
Q2 | $420K | Buy |
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|
2023
Q1 | $405K | Buy |
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|
2022
Q4 | $372K | Sell |
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|
2022
Q3 | $321K | Sell |
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|
2022
Q2 | $381K | Buy |
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|
2022
Q1 | $408K | Buy |
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|
2021
Q4 | $388K | Sell |
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|
2021
Q3 | $357K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $6K | Buy |
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