Beacon Financial Planning’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
Q4 | $5.86M | Buy |
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|
2025
Q3 | $5.68M | Buy |
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|
2025
Q2 | $5.5M | Sell |
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|
2025
Q1 | $6.03M | Buy |
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|
2024
Q4 | $4.96M | Buy |
|
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|
2024
Q3 | $4.6M | Buy |
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|
2024
Q2 | $3.17M | Buy |
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|
2024
Q1 | $2.71M | Buy |
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|
2023
Q4 | $604K | Buy |
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|
2023
Q3 | $358K | Buy |
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|
2023
Q2 | $224K | Buy |
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