Tanglewood Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $291K | Hold |
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|
2025
Q2 | $283K | Hold |
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|
2025
Q1 | $299K | Hold |
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|
2024
Q4 | $292K | Hold |
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|
2024
Q3 | $301K | Hold |
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|
2024
Q2 | $277K | Hold |
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|
2024
Q1 | $287K | Hold |
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|
2023
Q4 | $271K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $258K | Hold |
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|
2023
Q1 | $260K | Buy |
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