WKSWA
White Knight Strategic 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 | $2.23M | Sell |
84,326
-231
| -0.3% | -$6.12K | 1.9% | 12 |
|
|
2025
Q1 | $2.36M | Sell |
84,557
-85,947
| -50% | -$2.4M | 2.18% | 11 |
|
|
2024
Q4 | $4.66M | Buy |
170,504
+142,000
| +498% | +$3.88M | 1.95% | 13 |
|
|
2024
Q3 | $2.41M | Buy |
28,504
+45
| +0.2% | +$3.8K | 2.18% | 11 |
|
|
2024
Q2 | $2.21M | Buy |
28,459
+804
| +3% | +$62.5K | 2.21% | 12 |
|
|
2024
Q1 | $2.23M | Buy |
27,655
+868
| +3% | +$70K | 2.32% | 11 |
|
|
2023
Q4 | $2.04M | Buy |
26,787
+6,108
| +30% | +$465K | 2.35% | 12 |
|
|
2023
Q3 | $1.46M | Buy |
20,679
+1,155
| +6% | +$81.7K | 1.93% | 14 |
|
|
2023
Q2 | $1.42M | Buy |
19,524
+2,515
| +15% | +$183K | 1.66% | 16 |
|
|
2023
Q1 | $1.24M | Sell |
17,009
-1,675
| -9% | -$123K | 1.56% | 19 |
|
|
2022
Q4 | $1.41M | Buy |
18,684
+3,790
| +25% | +$286K | 1.94% | 13 |
|
|
2022
Q3 | $989K | Buy |
14,894
+1,535
| +11% | +$102K | 1.42% | 22 |
|
|
2022
Q2 | $957K | Buy |
13,359
+5,001
| +60% | +$358K | 1.32% | 22 |
|
|
2022
Q1 | $659K | Buy |
+8,358
| New | +$659K | 0.71% | 33 |
|