WAG
Windsor Advisory Group’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 | $15K | Hold |
567
| – | – | 0.02% | 51 |
|
|
2025
Q1 | $15.9K | Hold |
567
| – | – | 0.02% | 52 |
|
|
2024
Q4 | $15.5K | Sell |
567
-1,017
| -64% | -$27.8K | 0.02% | 76 |
|
|
2024
Q3 | $134K | Buy |
1,584
+1,395
| +738% | +$118K | 0.15% | 61 |
|
|
2024
Q2 | $14.7K | Hold |
189
| – | – | 0.03% | 48 |
|
|
2024
Q1 | $15.2K | Hold |
189
| – | – | 0.04% | 44 |
|
|
2023
Q4 | $14.4K | Hold |
189
| – | – | 0.04% | 52 |
|
|
2023
Q3 | $13.4K | Hold |
189
| – | – | 0.03% | 56 |
|
|
2023
Q2 | $13.7K | Hold |
189
| – | – | 0.03% | 52 |
|
|
2023
Q1 | $13.8K | Hold |
189
| – | – | 0.03% | 62 |
|
|
2022
Q4 | $14.3K | Buy |
+189
| New | +$14.3K | 0.04% | 64 |
|