SWA
Strategies 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 | $739K | Buy |
27,902
+1
| +0% | +$27 | 0.08% | 73 |
|
|
2025
Q1 | $780K | Buy |
27,901
+2
| +0% | +$56 | 0.1% | 65 |
|
|
2024
Q4 | $772K | Buy |
27,899
+18,509
| +197% | +$512K | 0.1% | 63 |
|
|
2024
Q3 | $794K | Sell |
9,390
-68
| -0.7% | -$5.75K | 0.11% | 49 |
|
|
2024
Q2 | $735K | Hold |
9,458
| – | – | 0.11% | 49 |
|
|
2024
Q1 | $763K | Buy |
9,458
+1
| +0% | +$81 | 0.12% | 48 |
|
|
2023
Q4 | $720K | Sell |
9,457
-38
| -0.4% | -$2.89K | 0.12% | 47 |
|
|
2023
Q3 | $672K | Buy |
9,495
+16
| +0.2% | +$1.13K | 0.13% | 47 |
|
|
2023
Q2 | $688K | Sell |
9,479
-214
| -2% | -$15.5K | 0.14% | 49 |
|
|
2023
Q1 | $709K | Buy |
9,693
+352
| +4% | +$25.8K | 0.16% | 43 |
|
|
2022
Q4 | $706K | Buy |
+9,341
| New | +$706K | 0.17% | 44 |
|
|
2022
Q2 | $959K | Buy |
13,386
+40
| +0.3% | +$2.87K | 0.28% | 44 |
|
|
2022
Q1 | $1.05M | Sell |
13,346
-47
| -0.4% | -$3.71K | 0.28% | 40 |
|
|
2021
Q4 | $1.08M | Buy |
+13,393
| New | +$1.08M | 0.3% | 38 |
|