TWA
Talisman 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 | $5.39M | Sell |
203,496
-1,009
| -0.5% | -$26.7K | 4.92% | 4 |
|
|
2025
Q1 | $5.72M | Buy |
204,505
+23,498
| +13% | +$657K | 5.87% | 3 |
|
|
2024
Q4 | $4.95M | Buy |
181,007
+131,216
| +264% | +$3.58M | 5.25% | 4 |
|
|
2024
Q3 | $4.2M | Buy |
49,791
+1,342
| +3% | +$113K | 4.42% | 4 |
|
|
2024
Q2 | $3.77M | Buy |
48,449
+3,996
| +9% | +$311K | 4.35% | 4 |
|
|
2024
Q1 | $3.58M | Buy |
44,453
+9,588
| +28% | +$773K | 4.51% | 4 |
|
|
2023
Q4 | $2.65M | Buy |
34,865
+5,414
| +18% | +$412K | 3.94% | 4 |
|
|
2023
Q3 | $2.08M | Buy |
29,451
+6,233
| +27% | +$441K | 3.61% | 5 |
|
|
2023
Q2 | $1.69M | Buy |
23,218
+1,708
| +8% | +$124K | 2.88% | 8 |
|
|
2023
Q1 | $1.57M | Buy |
21,510
+2,445
| +13% | +$179K | 2.84% | 8 |
|
|
2022
Q4 | $1.44M | Buy |
+19,065
| New | +$1.44M | 3.06% | 7 |
|