AEPG
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American Economic Planning Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

American Economic Planning Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q3 		$41M Sell
2,259,720
-40,332
-2% -$732K 11.18% 2
2019
Q2 		$40.7M Buy
2,300,052
+50,478
+2% +$893K 12.27% 2
2019
Q1 		$39.2M Buy
+2,249,574
New +$39.2M 12.24% 2