WWA
WCG Wealth 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 | $2.43M | Sell |
91,709
-12,316
| -12% | -$326K | 0.16% | 140 |
|
|
2025
Q1 | $2.91M | Sell |
104,025
-6,573
| -6% | -$184K | 0.22% | 109 |
|
|
2024
Q4 | $3.02M | Buy |
110,598
+70,023
| +173% | +$1.91M | 0.2% | 112 |
|
|
2024
Q3 | $3.43M | Buy |
40,575
+21,222
| +110% | +$1.79M | 0.23% | 108 |
|
|
2024
Q2 | $1.51M | Buy |
19,353
+5,813
| +43% | +$452K | 0.11% | 160 |
|
|
2024
Q1 | $1.09M | Sell |
13,540
-5,198
| -28% | -$419K | 0.09% | 176 |
|
|
2023
Q4 | $1.43M | Buy |
18,738
+5,215
| +39% | +$397K | 0.1% | 168 |
|
|
2023
Q3 | $957K | Buy |
+13,523
| New | +$957K | 0.07% | 203 |
|