UWM
USAdvisors 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 | $6.38M | Sell |
240,725
-5,818
| -2% | -$154K | 2.37% | 9 |
|
|
2025
Q1 | $6.89M | Sell |
246,543
-10,924
| -4% | -$305K | 2.4% | 9 |
|
|
2024
Q4 | $7.03M | Buy |
257,467
+170,292
| +195% | +$4.65M | 2.29% | 8 |
|
|
2024
Q3 | $7.35M | Buy |
87,175
+985
| +1% | +$83K | 2.57% | 7 |
|
|
2024
Q2 | $6.7M | Sell |
86,190
-377
| -0.4% | -$29.3K | 2.36% | 8 |
|
|
2024
Q1 | $6.95M | Sell |
86,567
-17,229
| -17% | -$1.38M | 2.62% | 6 |
|
|
2023
Q4 | $7.9M | Buy |
103,796
+6,100
| +6% | +$464K | 3.28% | 4 |
|
|
2023
Q3 | $6.91M | Buy |
97,696
+2,346
| +2% | +$166K | 3.09% | 6 |
|
|
2023
Q2 | $6.95M | Buy |
95,350
+12,995
| +16% | +$948K | 3.29% | 4 |
|
|
2023
Q1 | $6.03M | Buy |
82,355
+2,210
| +3% | +$162K | 2.87% | 7 |
|
|
2022
Q4 | $6.05M | Buy |
80,145
+2,791
| +4% | +$211K | 2.93% | 8 |
|
|
2022
Q3 | $5.14M | Buy |
77,354
+4,221
| +6% | +$280K | 2.63% | 11 |
|
|
2022
Q2 | $5.24M | Buy |
73,133
+9,764
| +15% | +$699K | 2.63% | 12 |
|
|
2022
Q1 | $5M | Buy |
63,369
+6,366
| +11% | +$502K | 2.13% | 16 |
|
|
2021
Q4 | $4.61M | Buy |
57,003
+32,074
| +129% | +$2.59M | 1.88% | 19 |
|
|
2021
Q3 | $1.85M | Buy |
24,929
+15,731
| +171% | +$1.17M | 0.8% | 31 |
|
|
2021
Q2 | $695K | Sell |
9,198
-7,824
| -46% | -$591K | 0.38% | 62 |
|
|
2021
Q1 | $1.24M | Sell |
17,022
-164,743
| -91% | -$12M | 0.6% | 37 |
|
|
2020
Q4 | $11.7M | Sell |
181,765
-19,495
| -10% | -$1.25M | 5.6% | 4 |
|
|
2020
Q3 | $11.1K | Buy |
201,260
+1,322
| +0.7% | +$73 | 1.74% | 6 |
|
|
2020
Q2 | $10.3M | Sell |
199,938
-25,080
| -11% | -$1.3M | 5.5% | 5 |
|
|
2020
Q1 | $10.1M | Sell |
225,018
-15,295
| -6% | -$688K | 6.25% | 2 |
|
|
2019
Q4 | $13.9M | Buy |
240,313
+109
| +0% | +$6.31K | 7.21% | 2 |
|
|
2019
Q3 | $13.2M | Buy |
240,204
+2,455
| +1% | +$134K | 6.79% | 4 |
|
|
2019
Q2 | $12.6K | Buy |
237,749
+4,353
| +2% | +$231 | 5.4% | 4 |
|
|
2019
Q1 | $12.2M | Buy |
233,396
+6,480
| +3% | +$339K | 8.67% | 2 |
|
|
2018
Q4 | $10.7M | Sell |
226,916
-14,056
| -6% | -$660K | 8.7% | 2 |
|
|
2018
Q3 | $12.8M | Buy |
240,972
+11,454
| +5% | +$607K | 9.15% | 1 |
|
|
2018
Q2 | $11.3M | Buy |
229,518
+3,965
| +2% | +$195K | 8.56% | 1 |
|
|
2018
Q1 | $11.1M | Buy |
225,553
+15,495
| +7% | +$760K | 8.78% | 1 |
|
|
2017
Q4 | $10.7M | Buy |
+210,058
| New | +$10.7M | 9.19% | 1 |
|