WWM
WT Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-74,239
| Closed | -$2.03M | – | 136 |
|
|
2024
Q4 | $2.03M | Sell |
74,239
-470
| -0.6% | -$12.8K | 0.64% | 53 |
|
|
2024
Q3 | $2.15M | Buy |
74,709
+49,277
| +194% | +$1.42M | 0.69% | 49 |
|
|
2024
Q2 | $2M | Buy |
25,432
+7,154
| +39% | +$562K | 0.68% | 49 |
|
|
2024
Q1 | $1.47M | Buy |
18,278
+248
| +1% | +$20K | 0.53% | 59 |
|
|
2023
Q4 | $1.37M | Buy |
18,030
+50
| +0.3% | +$3.81K | 0.54% | 54 |
|
|
2023
Q3 | $1.27M | Sell |
17,980
-6,633
| -27% | -$469K | 0.55% | 51 |
|
|
2023
Q2 | $1.79M | Sell |
24,613
-19,725
| -44% | -$1.43M | 0.74% | 32 |
|
|
2023
Q1 | $3.24M | Buy |
44,338
+839
| +2% | +$61.4K | 1.4% | 18 |
|
|
2022
Q4 | $3.29M | Buy |
43,499
+29,493
| +211% | +$2.23M | 1.6% | 18 |
|
|
2022
Q3 | $930K | Buy |
+14,006
| New | +$930K | 0.47% | 66 |
|
|
2022
Q1 | – | Sell |
-2,526
| Closed | -$204K | – | 123 |
|
|
2021
Q4 | $204K | Buy |
+2,526
| New | +$204K | 0.07% | 121 |
|
|
2020
Q3 | – | Sell |
-8,117
| Closed | -$420K | – | 109 |
|
|
2020
Q2 | $420K | Sell |
8,117
-2,925
| -26% | -$151K | 0.34% | 60 |
|
|
2020
Q1 | $496K | Sell |
11,042
-2,465
| -18% | -$111K | 0.52% | 43 |
|
|
2019
Q4 | $782K | Sell |
13,507
-503
| -4% | -$29.1K | 0.59% | 37 |
|
|
2019
Q3 | $767K | Buy |
+14,010
| New | +$767K | 0.67% | 34 |
|