FGG
Financial Guidance Group’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 | $14.1M | Sell |
531,741
-26,611
| -5% | -$705K | 6.85% | 2 |
|
|
2025
Q1 | $15.6M | Sell |
558,352
-3,799
| -0.7% | -$106K | 8.43% | 1 |
|
|
2024
Q4 | $15.4M | Buy |
562,151
+361,867
| +181% | +$9.89M | 8.41% | 1 |
|
|
2024
Q3 | $16.9M | Sell |
200,284
-17,187
| -8% | -$1.45M | 9.88% | 1 |
|
|
2024
Q2 | $16.9M | Sell |
217,471
-19,354
| -8% | -$1.5M | 10.39% | 1 |
|
|
2024
Q1 | $19.1M | Buy |
236,825
+2,365
| +1% | +$191K | 12.4% | 1 |
|
|
2023
Q4 | $17.8M | Sell |
234,460
-8,016
| -3% | -$610K | 12.4% | 1 |
|
|
2023
Q3 | $17.2M | Sell |
242,476
-5,478
| -2% | -$388K | 12.91% | 1 |
|
|
2023
Q2 | $18M | Sell |
247,954
-1,139
| -0.5% | -$82.7K | 13.24% | 1 |
|
|
2023
Q1 | $18.2M | Buy |
249,093
+8,313
| +3% | +$608K | 13.86% | 1 |
|
|
2022
Q4 | $18.2M | Buy |
240,780
+486
| +0.2% | +$36.7K | 14.81% | 1 |
|
|
2022
Q3 | $16M | Buy |
240,294
+18,738
| +8% | +$1.24M | 12.8% | 1 |
|
|
2022
Q2 | $15.9M | Buy |
221,556
+17,623
| +9% | +$1.26M | 12.47% | 1 |
|
|
2022
Q1 | $16.1M | Buy |
+203,933
| New | +$16.1M | 11.06% | 2 |
|