FPIS
Financial Planning & Information Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $17.2M | Buy |
203,049
+44,449
| +28% | +$3.76M | 2.37% | 16 |
|
|
2024
Q2 | $12.3M | Buy |
158,600
+17,586
| +12% | +$1.37M | 1.88% | 18 |
|
|
2024
Q1 | $11.4M | Buy |
141,014
+16,691
| +13% | +$1.35M | 1.71% | 19 |
|
|
2023
Q4 | $9.46M | Buy |
124,323
+67,832
| +120% | +$5.16M | 1.49% | 20 |
|
|
2023
Q3 | $4M | Buy |
56,491
+24,624
| +77% | +$1.74M | 0.74% | 27 |
|
|
2023
Q2 | $2.31M | Buy |
31,867
+17,106
| +116% | +$1.24M | 0.43% | 36 |
|
|
2023
Q1 | $1.08M | Buy |
14,761
+11,018
| +294% | +$806K | 0.21% | 44 |
|
|
2022
Q4 | $283K | Buy |
+3,743
| New | +$283K | 0.06% | 72 |
|