TWM
Triton 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 | $1.1M | Buy |
+40,477
| New | +$1.1M | 0.47% | 27 |
|
|
2024
Q4 | $3.04M | Buy |
104,342
+68,972
| +195% | +$2.01M | 1.56% | 10 |
|
|
2024
Q3 | $2.99M | Buy |
35,370
+43
| +0.1% | +$3.63K | 1.7% | 10 |
|
|
2024
Q2 | $2.84M | Buy |
35,327
+4,443
| +14% | +$358K | 1.66% | 10 |
|
|
2024
Q1 | $2.4M | Sell |
30,884
-602
| -2% | -$46.8K | 1.66% | 11 |
|
|
2023
Q4 | $2.4M | Buy |
31,486
+504
| +2% | +$38.4K | 1.58% | 9 |
|
|
2023
Q3 | $2.18M | Sell |
30,982
-9,283
| -23% | -$653K | 1.47% | 9 |
|
|
2023
Q2 | $3.01M | Buy |
40,265
+413
| +1% | +$30.9K | 1.69% | 9 |
|
|
2023
Q1 | $2.86M | Sell |
39,852
-2,774
| -7% | -$199K | 1.76% | 10 |
|
|
2022
Q4 | $3.27M | Buy |
42,626
+223
| +0.5% | +$17.1K | 1.99% | 7 |
|
|
2022
Q3 | $2.96M | Buy |
42,403
+383
| +0.9% | +$26.7K | 1.76% | 9 |
|
|
2022
Q2 | $3.12M | Buy |
42,020
+2,810
| +7% | +$208K | 2.19% | 9 |
|
|
2022
Q1 | $3.11M | Hold |
39,210
| – | – | 1.61% | 9 |
|
|
2021
Q4 | $3.11M | Sell |
39,210
-12,089
| -24% | -$958K | 1.61% | 9 |
|
|
2021
Q3 | $3.94M | Sell |
51,299
-510
| -1% | -$39.1K | 1.88% | 10 |
|
|
2021
Q2 | $4.03M | Buy |
51,809
+45,831
| +767% | +$3.56M | 2.3% | 8 |
|
|
2021
Q1 | $445K | Sell |
5,978
-228
| -4% | -$17K | 0.3% | 66 |
|
|
2020
Q4 | $396K | Sell |
6,206
-306
| -5% | -$19.5K | 0.25% | 51 |
|
|
2020
Q3 | $368K | Buy |
6,512
+84
| +1% | +$4.75K | 0.31% | 42 |
|
|
2020
Q2 | $348K | Buy |
6,428
+62
| +1% | +$3.36K | 0.36% | 44 |
|
|
2020
Q1 | $319K | Buy |
+6,366
| New | +$319K | 0.52% | 36 |
|