American Planning Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-126,306	Closed	-$3.18M	–	32
2022 Q4	$3.18M	Buy	126,306 +126,189	+107,854%	+$3.18M	3.18%	8
2022 Q3	$2.6K	Sell	117 -107,565	-100%	-$2.39M	3.23%	7
2022 Q2	$2.57M	Buy	107,682 +9,774	+10%	+$233K	2.86%	9
2022 Q1	$2.58M	Buy	+97,908	New	+$2.58M	2.75%	8