WMR
Wealth Management Resources’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 | $25M | Buy |
944,248
+71,842
| +8% | +$1.9M | 8.54% | 5 |
|
|
2025
Q1 | $24.4M | Buy |
872,406
+7,019
| +0.8% | +$196K | 8.85% | 4 |
|
|
2024
Q4 | $23.6M | Buy |
865,387
+558,995
| +182% | +$15.3M | 8.72% | 5 |
|
|
2024
Q3 | $25.5M | Buy |
306,392
+15,952
| +5% | +$1.33M | 10.23% | 2 |
|
|
2024
Q2 | $22.6M | Buy |
290,440
+663
| +0.2% | +$51.6K | 9.7% | 2 |
|
|
2024
Q1 | $23.4M | Buy |
289,777
+13,176
| +5% | +$1.06M | 10.1% | 1 |
|
|
2023
Q4 | $21.1M | Sell |
276,601
-179
| -0.1% | -$13.6K | 9.9% | 1 |
|
|
2023
Q3 | $19.6M | Buy |
276,780
+19,105
| +7% | +$1.35M | 9.46% | 2 |
|
|
2023
Q2 | $18.7M | Buy |
257,675
+25,381
| +11% | +$1.84M | 10.88% | 1 |
|
|
2023
Q1 | $17M | Buy |
232,294
+7,474
| +3% | +$547K | 10.46% | 1 |
|
|
2022
Q4 | $17M | Buy |
224,820
+5,314
| +2% | +$401K | 11.02% | 1 |
|
|
2022
Q3 | $14.6M | Buy |
219,506
+8,906
| +4% | +$592K | 9.7% | 2 |
|
|
2022
Q2 | $15.1M | Buy |
210,600
+14,361
| +7% | +$1.03M | 9.28% | 2 |
|
|
2022
Q1 | $15.5M | Buy |
196,239
+5,436
| +3% | +$429K | 10.7% | 1 |
|
|
2021
Q4 | $15.4M | Buy |
+190,803
| New | +$15.4M | 9.93% | 1 |
|