WCFA
Walkner Condon Financial Advisors’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 | $950K | Sell |
35,841
-4,605
| -11% | -$122K | 0.17% | 102 |
|
|
2025
Q1 | $1.13M | Buy |
40,446
+779
| +2% | +$21.8K | 0.23% | 88 |
|
|
2024
Q4 | $1.08M | Buy |
39,667
+26,211
| +195% | +$716K | 0.22% | 89 |
|
|
2024
Q3 | $1.14M | Buy |
13,456
+138
| +1% | +$11.7K | 0.23% | 89 |
|
|
2024
Q2 | $1.04M | Buy |
13,318
+371
| +3% | +$28.9K | 0.22% | 94 |
|
|
2024
Q1 | $1.04M | Buy |
12,947
+638
| +5% | +$51.4K | 0.22% | 95 |
|
|
2023
Q4 | $937K | Buy |
12,309
+3,889
| +46% | +$296K | 0.21% | 98 |
|
|
2023
Q3 | $596K | Buy |
8,420
+453
| +6% | +$32.1K | 0.16% | 120 |
|
|
2023
Q2 | $579K | Sell |
7,967
-34
| -0.4% | -$2.47K | 0.15% | 114 |
|
|
2023
Q1 | $585K | Sell |
8,001
-128
| -2% | -$9.36K | 0.16% | 114 |
|
|
2022
Q4 | $614K | Buy |
8,129
+178
| +2% | +$13.4K | 0.18% | 106 |
|
|
2022
Q3 | $528K | Buy |
7,951
+140
| +2% | +$9.3K | 0.17% | 113 |
|
|
2022
Q2 | $560K | Buy |
7,811
+97
| +1% | +$6.95K | 0.18% | 112 |
|
|
2022
Q1 | $609K | Sell |
7,714
-1,050
| -12% | -$82.9K | 0.17% | 108 |
|
|
2021
Q4 | $708K | Sell |
8,764
-119
| -1% | -$9.61K | 0.46% | 55 |
|
|
2021
Q3 | $661K | Buy |
8,883
+10
| +0.1% | +$744 | 0.33% | 67 |
|
|
2021
Q2 | $670K | Buy |
8,873
+5
| +0.1% | +$378 | 0.25% | 75 |
|
|
2021
Q1 | $647K | Sell |
8,868
-411
| -4% | -$30K | 0.25% | 81 |
|
|
2020
Q4 | $595K | Buy |
9,279
+1,327
| +17% | +$85.1K | 0.26% | 71 |
|
|
2020
Q3 | $440K | Buy |
+7,952
| New | +$440K | 0.24% | 75 |
|