Center for Financial Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.8K | Hold |
2,598
| – | – | 0.01% | 260 |
|
|
2025
Q1 | $72.6K | Sell |
2,598
-204
| -7% | -$5.7K | 0.01% | 242 |
|
|
2024
Q4 | $76.6K | Hold |
2,802
| – | – | 0.01% | 224 |
|
|
2024
Q3 | $79K | Sell |
2,802
-585
| -17% | -$16.5K | 0.01% | 202 |
|
|
2024
Q2 | $87.8K | Hold |
3,387
| – | – | 0.01% | 189 |
|
|
2024
Q1 | $91K | Sell |
3,387
-1,095
| -24% | -$29.4K | 0.01% | 191 |
|
|
2023
Q4 | $114K | Buy |
4,482
+9
| +0.2% | +$228 | 0.02% | 165 |
|
|
2023
Q3 | $105K | Buy |
4,473
+12
| +0.3% | +$283 | 0.02% | 164 |
|
|
2023
Q2 | $108K | Buy |
4,461
+2,145
| +93% | +$51.9K | 0.02% | 165 |
|
|
2023
Q1 | $56.5K | Buy |
2,316
+9
| +0.4% | +$219 | 0.01% | 200 |
|
|
2022
Q4 | $58.1K | Buy |
2,307
+12
| +0.5% | +$302 | 0.01% | 205 |
|
|
2022
Q3 | $51K | Buy |
2,295
+1,083
| +89% | +$24.1K | 0.01% | 209 |
|
|
2022
Q2 | $29K | Hold |
1,212
| – | – | 0.01% | 263 |
|
|
2022
Q1 | $32K | Hold |
1,212
| – | – | 0.01% | 264 |
|
|
2021
Q4 | $33K | Hold |
1,212
| – | – | 0.01% | 271 |
|
|
2021
Q3 | $30K | Hold |
1,212
| – | – | 0.01% | 271 |
|
|
2021
Q2 | $31K | Hold |
1,212
| – | – | 0.01% | 265 |
|
|
2021
Q1 | $29K | Hold |
1,212
| – | – | 0.01% | 266 |
|
|
2020
Q4 | $26K | Hold |
1,212
| – | – | 0.01% | 256 |
|
|
2020
Q3 | $22K | Hold |
1,212
| – | – | 0.01% | 250 |
|
|
2020
Q2 | $21K | Hold |
1,212
| – | – | 0.01% | 256 |
|
|
2020
Q1 | $18K | Hold |
1,212
| – | – | 0.01% | 266 |
|
|
2019
Q4 | $23K | Buy |
+1,212
| New | +$23K | 0.01% | 248 |
|