TSWM
Triangle Securities 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 | $219K | Sell |
8,262
-7,260
| -47% | -$192K | 0.05% | 197 |
|
|
2025
Q1 | $434K | Buy |
15,522
+125
| +0.8% | +$3.5K | 0.11% | 161 |
|
|
2024
Q4 | $421K | Buy |
+15,397
| New | +$421K | 0.11% | 158 |
|
|
2020
Q1 | – | Sell |
-3,892
| Closed | -$225K | – | 164 |
|
|
2019
Q4 | $225K | Buy |
+3,892
| New | +$225K | 0.1% | 150 |
|