Financial Planning & Information Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Financial Planning & Information Services’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
2024 Q3	$17.2M	Buy
2024 Q2	$12.3M	Buy
2024 Q1	$11.4M	Buy
2023 Q4	$9.46M	Buy
2023 Q3	$4M	Buy
2023 Q2	$2.31M	Buy
2023 Q1	$1.08M	Buy
2022 Q4	$283K	Buy