W Advisors LLC’s Schwab US Dividend Equity ETF SCHD Stock Holding History

W Advisors LLC’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.07M	Buy
2025 Q1	$922K	Buy
2024 Q4	$838K	Buy
2024 Q3	$748K	Buy
2024 Q2	$573K	Buy
2024 Q1	$542K	Buy
2023 Q4	$479K	Buy
2023 Q3	$400K	Buy
2023 Q2	$373K	Hold
2023 Q1	$376K	Buy
2022 Q4	$209K	Buy