BIP
Blueprint Investment Partners’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 |
-19,772
| Closed | -$553K | – | 98 |
|
|
2025
Q1 | $553K | Buy |
+19,772
| New | +$553K | 0.1% | 84 |
|
|
2023
Q2 | – | Sell |
-78,796
| Closed | -$5.76M | – | 216 |
|
|
2023
Q1 | $5.76M | Buy |
78,796
+895
| +1% | +$65.5K | 1.32% | 18 |
|
|
2022
Q4 | $5.88M | Hold |
77,901
| – | – | 1.25% | 19 |
|
|
2022
Q3 | $5.18M | Sell |
77,901
-46
| -0.1% | -$3.06K | 1.41% | 13 |
|
|
2022
Q2 | $5.58M | Sell |
77,947
-2,528
| -3% | -$181K | 1.5% | 12 |
|
|
2022
Q1 | $6.35M | Buy |
80,475
+8,858
| +12% | +$699K | 1.63% | 18 |
|
|
2021
Q4 | $5.79M | Buy |
+71,617
| New | +$5.79M | 1.42% | 21 |
|