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WPG Advisers’s Schwab US Dividend Equity ETF SCHD Stock Holding History

WPG Advisers’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.43M Sell
167,206
-6,717
-4% -$178K 3.74% 5
2025
Q1 		$4.86M Sell
173,923
-25,392
-13% -$710K 4.53% 3
2024
Q4 		$5.45M Buy
+199,315
New +$5.45M 5.06% 2