WMS Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $532K | Sell |
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|
2024
Q3 | $567K | Buy |
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|
2024
Q2 | $316K | Sell |
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|
2024
Q1 | $349K | Buy |
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|
2023
Q4 | $329K | Sell |
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|
2023
Q3 | $440K | Sell |
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|
2023
Q2 | $485K | Buy |
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|
2023
Q1 | $486K | Buy |
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|
2022
Q4 | $497K | Buy |
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|
2022
Q3 | $343K | Buy |
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|
2022
Q2 | $369K | Sell |
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|
2022
Q1 | $422K | Buy |
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|
2021
Q4 | $416K | Sell |
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|
2021
Q3 | $416K | Sell |
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|
2021
Q2 | $605K | Buy |
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|
2021
Q1 | $562K | Sell |
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|
2020
Q4 | $498K | Sell |
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|
2020
Q3 | $482K | Buy |
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|
2020
Q2 | $450K | Buy |
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|
2020
Q1 | $390K | Buy |
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|
2019
Q4 | $426K | Buy |
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|
2019
Q3 | $395K | Buy |
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|
2019
Q2 | $369K | Hold |
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|
2019
Q1 | $364K | Buy |
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|
2018
Q4 | $286K | Buy |
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|
2018
Q3 | $318K | Buy |
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|
2018
Q2 | $267K | Buy |
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|
2018
Q1 | $225K | Buy |
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