WIA
World Investment 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 | $7.61M | Buy |
287,189
+48,437
| +20% | +$1.28M | 0.17% | 133 |
|
|
2025
Q1 | $6.68M | Buy |
238,752
+12,041
| +5% | +$337K | 0.17% | 143 |
|
|
2024
Q4 | $6.19M | Buy |
226,711
+154,524
| +214% | +$4.22M | 0.17% | 137 |
|
|
2024
Q3 | $6.04M | Buy |
72,187
+4,580
| +7% | +$383K | 0.19% | 130 |
|
|
2024
Q2 | $5.26M | Buy |
+67,607
| New | +$5.26M | 0.33% | 63 |
|
|
2024
Q1 | – | Sell |
-20,298
| Closed | -$1.55M | – | 460 |
|
|
2023
Q4 | $1.55M | Sell |
20,298
-83,997
| -81% | -$6.39M | 0.2% | 106 |
|
|
2023
Q3 | $7.38M | Sell |
104,295
-2,806
| -3% | -$199K | 1.46% | 15 |
|
|
2023
Q2 | $7.78M | Buy |
107,101
+26,904
| +34% | +$1.95M | 1.5% | 16 |
|
|
2023
Q1 | $5.87M | Buy |
80,197
+11,947
| +18% | +$874K | 1.22% | 19 |
|
|
2022
Q4 | $5.16M | Sell |
68,250
-625
| -0.9% | -$47.2K | 1.18% | 18 |
|
|
2022
Q3 | $4.58M | Buy |
68,875
+4,038
| +6% | +$268K | 1.09% | 21 |
|
|
2022
Q2 | $4.84M | Buy |
64,837
+33,040
| +104% | +$2.46M | 1.02% | 22 |
|
|
2022
Q1 | $2.51M | Buy |
31,797
+4,173
| +15% | +$329K | 0.52% | 37 |
|
|
2021
Q4 | $2.17M | Buy |
27,624
+2,120
| +8% | +$166K | 0.45% | 43 |
|
|
2021
Q3 | $1.89M | Buy |
25,504
+2,079
| +9% | +$154K | 0.43% | 40 |
|
|
2021
Q2 | $1.77M | Buy |
23,425
+614
| +3% | +$46.4K | 0.41% | 49 |
|
|
2021
Q1 | $1.75M | Buy |
22,811
+1,891
| +9% | +$145K | 0.42% | 46 |
|
|
2020
Q4 | $1.4M | Buy |
20,920
+4,427
| +27% | +$297K | 0.36% | 55 |
|
|
2020
Q3 | $912K | Buy |
16,493
+2,661
| +19% | +$147K | 0.31% | 54 |
|
|
2020
Q2 | $797K | Buy |
+13,832
| New | +$797K | 0.28% | 58 |
|
|
2020
Q1 | – | Sell |
-4,085
| Closed | -$237K | – | 171 |
|
|
2019
Q4 | $237K | Buy |
+4,085
| New | +$237K | 0.09% | 136 |
|