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

American Planning Services’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-126,306
Closed -$3.18M – 32
2022
Q4 		$3.18M Buy
126,306
+126,189
+107,854% +$3.11M 3.18% 8
2022
Q3 		$2.6K Sell
117
-107,565
-100% -$2.61M 3.23% 7
2022
Q2 		$2.57M Buy
107,682
+9,774
+10% +$249K 2.86% 9
2022
Q1 		$2.58M Buy
+97,908
New +$2.56M 2.75% 8

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