WT Wealth Management’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	-74,239	Closed	-$2.03M	–	136
2024 Q4	$2.03M	Sell	74,239 -149,888	-67%	-$4.26M	0.64%	53
2024 Q3	$2.15M	Buy	224,127 +147,831	+194%	+$4.03M	0.69%	49
2024 Q2	$2M	Buy	76,296 +21,462	+39%	+$559K	0.68%	49
2024 Q1	$1.47M	Buy	54,834 +744	+1%	+$19.2K	0.53%	59
2023 Q4	$1.37M	Buy	54,090 +150	+0.3%	+$3.58K	0.54%	54
2023 Q3	$1.27M	Sell	53,940 -19,899	-27%	-$488K	0.55%	51
2023 Q2	$1.79M	Sell	73,839 -59,175	-44%	-$1.41M	0.74%	32
2023 Q1	$3.24M	Buy	133,014 +2,517	+2%	+$62.9K	1.4%	18
2022 Q4	$3.29M	Buy	130,497 +88,479	+211%	+$2.18M	1.6%	18
2022 Q3	$930K	Buy	+42,018	New	+$1.02M	0.47%	66
2022 Q1	–	Sell	-7,578	Closed	-$204K	–	123
2021 Q4	$204K	Buy	+7,578	New	+$197K	0.07%	121
2020 Q3	–	Sell	-24,351	Closed	-$420K	–	109
2020 Q2	$420K	Sell	24,351 -8,775	-26%	-$148K	0.34%	60
2020 Q1	$496K	Sell	33,126 -7,395	-18%	-$133K	0.52%	43
2019 Q4	$782K	Sell	40,521 -1,509	-4%	-$28.3K	0.59%	37
2019 Q3	$767K	Buy	+42,030	New	+$752K	0.67%	34