APC
Asset Planning Corporation’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-183,904
| Closed | -$5.14M | – | 45 |
|
|
2025
Q1 | $5.14M | Sell |
183,904
-8,635
| -4% | -$241K | 3.03% | 14 |
|
|
2024
Q4 | $5.26M | Buy |
192,539
+110,091
| +134% | +$3.01M | 3.29% | 12 |
|
|
2024
Q3 | $6.97M | Sell |
82,448
-668
| -0.8% | -$56.5K | 4.55% | 10 |
|
|
2024
Q2 | $6.46M | Sell |
83,116
-14,506
| -15% | -$1.13M | 4.84% | 9 |
|
|
2024
Q1 | $7.87M | Buy |
97,622
+1,660
| +2% | +$134K | 5.75% | 8 |
|
|
2023
Q4 | $7.31M | Buy |
95,962
+1,314
| +1% | +$100K | 5.64% | 10 |
|
|
2023
Q3 | $6.7M | Buy |
94,648
+3,836
| +4% | +$271K | 5.15% | 9 |
|
|
2023
Q2 | $6.59M | Sell |
90,812
-2,732
| -3% | -$198K | 5.01% | 9 |
|
|
2023
Q1 | $6.84M | Sell |
93,544
-455
| -0.5% | -$33.3K | 5.5% | 9 |
|
|
2022
Q4 | $7.1M | Buy |
93,999
+6,278
| +7% | +$474K | 5.91% | 8 |
|
|
2022
Q3 | $5.83M | Buy |
87,721
+8,309
| +10% | +$552K | 5.45% | 9 |
|
|
2022
Q2 | $5.69M | Buy |
79,412
+75,103
| +1,743% | +$5.38M | 4.94% | 9 |
|
|
2022
Q1 | $340K | Buy |
+4,309
| New | +$340K | 0.3% | 28 |
|