SWM
Scissortail Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-168,033
| Closed | -$4.59M | – | 124 |
|
|
2024
Q4 | $4.59M | Buy |
168,033
+167,875
| +106,250% | +$4.59M | 1.18% | 28 |
|
|
2024
Q3 | $5.71M | Sell |
158
-68,315
| -100% | -$2.47B | 1.38% | 23 |
|
|
2024
Q2 | $5.32M | Buy |
68,473
+664
| +1% | +$51.6K | 1.36% | 24 |
|
|
2024
Q1 | $5.47M | Buy |
+67,809
| New | +$5.47M | 1.44% | 24 |
|
|
2022
Q4 | – | Sell |
-40,970
| Closed | -$2.98M | – | 160 |
|
|
2022
Q3 | $2.98M | Buy |
+40,970
| New | +$2.98M | 1.55% | 21 |
|