WWS
SCHD icon

Wellington Wealth Strategies’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wellington Wealth Strategies’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-26,140
Closed -$2.11M – 155
2024
Q1 		$2.11M Buy
+26,140
New +$2.11M 0.98% 26