SWM
SK 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
Q2 | $329K | Buy |
12,043
+123
| +1% | +$3.36K | 0.14% | 57 |
|
|
2025
Q1 | $298K | Sell |
11,920
-4,007
| -25% | -$100K | 0.16% | 55 |
|
|
2024
Q4 | $435K | Sell |
15,927
-145
| -0.9% | -$3.96K | 0.22% | 47 |
|
|
2024
Q3 | $441K | Buy |
+16,072
| New | +$441K | 0.23% | 48 |
|