WWA
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Wingate Wealth Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Wingate Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.38M Sell
52,187
-6,036
-10% -$160K 1.23% 31
2025
Q1 		$1.63M Sell
58,223
-739
-1% -$20.7K 1.87% 17
2024
Q4 		$1.61M Buy
+58,962
New +$1.61M 1.58% 19