Comprehensive 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	$1.65M	Sell	62,258 -1,149	-2%	-$30.4K	1.3%	22
2025 Q1	$1.77M	Sell	63,407 -57	-0.1%	-$1.59K	1.72%	15
2024 Q4	$1.73M	Buy	+63,464	New	+$1.73M	1.46%	20