Asset Planning Corporation’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $5.14M | Sell |
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|
2024
Q4 | $5.26M | Sell |
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|
2024
Q3 | $6.97M | Sell |
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|
2024
Q2 | $6.46M | Sell |
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|
2024
Q1 | $7.87M | Buy |
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|
2023
Q4 | $7.31M | Buy |
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|
2023
Q3 | $6.7M | Buy |
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|
2023
Q2 | $6.59M | Sell |
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|
2023
Q1 | $6.84M | Sell |
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|
2022
Q4 | $7.1M | Buy |
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|
2022
Q3 | $5.83M | Buy |
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|
2022
Q2 | $5.69M | Buy |
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|
2022
Q1 | $340K | Buy |
|