Capital 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
Q3 | $464K | Buy |
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|
2025
Q2 | $234K | Sell |
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|
2025
Q1 | $565K | Sell |
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|
2024
Q4 | $579K | Sell |
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|
2024
Q3 | $785K | Buy |
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|
2024
Q2 | $550K | Sell |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $1.34M | Sell |
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|
2023
Q3 | $4.74M | Buy |
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|
2023
Q2 | $3.77M | Buy |
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|
2023
Q1 | $3.78M | Sell |
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|
2022
Q4 | $7.06M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $211K | Sell |
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|
2022
Q1 | $8.37M | Buy |
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|
2021
Q4 | $6.21M | Buy |
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|
2021
Q3 | $5.39M | Buy |
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|
2021
Q2 | $3.18M | Sell |
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|
2021
Q1 | $5.77M | Buy |
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|
2020
Q4 | $1.29M | Buy |
|