WMWM
Whitaker-Myers Wealth Managers’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 | $25.2M | Buy |
950,145
+51,041
| +6% | +$1.35M | 6.34% | 4 |
|
|
2025
Q1 | $25.1M | Buy |
899,104
+84,078
| +10% | +$2.35M | 7.05% | 3 |
|
|
2024
Q4 | $22.3M | Buy |
815,026
+574,308
| +239% | +$15.7M | 6.49% | 4 |
|
|
2024
Q3 | $20.3M | Buy |
240,718
+10,313
| +4% | +$872K | 6.77% | 4 |
|
|
2024
Q2 | $17.9M | Buy |
230,405
+2,487
| +1% | +$193K | 6.62% | 4 |
|
|
2024
Q1 | $18.4M | Buy |
227,918
+24,654
| +12% | +$1.99M | 7.75% | 4 |
|
|
2023
Q4 | $15.5M | Buy |
203,264
+22,221
| +12% | +$1.69M | 7.71% | 3 |
|
|
2023
Q3 | $12.8M | Buy |
181,043
+32,114
| +22% | +$2.27M | 7.95% | 2 |
|
|
2023
Q2 | $10.8M | Buy |
148,929
+20,448
| +16% | +$1.48M | 7.24% | 2 |
|
|
2023
Q1 | $9.4M | Buy |
128,481
+23,189
| +22% | +$1.7M | 7.28% | 2 |
|
|
2022
Q4 | $7.95M | Buy |
+105,292
| New | +$7.95M | 7.63% | 2 |
|