Comprehensive Financial Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Comprehensive Financial Planning’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.71M	Buy
2025 Q2	$1.65M	Sell
2025 Q1	$1.77M	Sell
2024 Q4	$1.73M	Buy