WFA
Wipfli Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $5M | Sell |
75,277
-7,688
| -9% | -$511K | 0.35% | 34 |
|
|
2022
Q2 | $5.94M | Sell |
82,965
-19,383
| -19% | -$1.39M | 0.65% | 22 |
|
|
2022
Q1 | $8.07M | Sell |
102,348
-682
| -0.7% | -$53.8K | 0.82% | 15 |
|
|
2021
Q4 | $8.33M | Sell |
103,030
-13,396
| -12% | -$1.08M | 0.96% | 13 |
|
|
2021
Q3 | $8.64M | Sell |
116,426
-2,034
| -2% | -$151K | 1.1% | 13 |
|
|
2021
Q2 | $8.96M | Sell |
118,460
-2,145
| -2% | -$162K | 1.27% | 12 |
|
|
2021
Q1 | $8.79M | Buy |
120,605
+6,352
| +6% | +$463K | 4.79% | 5 |
|
|
2020
Q4 | $7.33M | Buy |
+114,253
| New | +$7.33M | 4.37% | 5 |
|