SWA
SOA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Sell |
26,005
-10,435
| -29% | -$277K | 0.13% | 98 |
|
|
2025
Q1 | $1.02M | Buy |
36,440
+587
| +2% | +$16.4K | 0.21% | 71 |
|
|
2024
Q4 | $979K | Buy |
35,853
+23,324
| +186% | +$637K | 0.18% | 74 |
|
|
2024
Q3 | $1.06M | Sell |
12,529
-209
| -2% | -$17.7K | 0.2% | 72 |
|
|
2024
Q2 | $990K | Sell |
12,738
-439
| -3% | -$34.1K | 0.2% | 74 |
|
|
2024
Q1 | $1.06M | Buy |
13,177
+133
| +1% | +$10.7K | 0.22% | 67 |
|
|
2023
Q4 | $993K | Buy |
13,044
+1,897
| +17% | +$144K | 0.22% | 64 |
|
|
2023
Q3 | $789K | Buy |
+11,147
| New | +$789K | 0.2% | 67 |
|
|
2022
Q4 | – | Sell |
-250
| Closed | -$16K | – | 1008 |
|
|
2022
Q3 | $16K | Buy |
+250
| New | +$16K | ﹤0.01% | 437 |
|