First Personal Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History

First Personal Financial Services’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$142K	Hold	5,031	–	–	0.03%	140
2024 Q2	$130K	Hold	5,031	–	–	0.03%	141
2024 Q1	$135K	Hold	5,031	–	–	0.03%	139
2023 Q4	$128K	Hold	5,031	–	–	0.03%	143
2023 Q3	$119K	Hold	5,031	–	–	0.03%	139
2023 Q2	$122K	Hold	5,031	–	–	0.03%	141
2023 Q1	$123K	Sell	5,031 -750	-13%	-$18.3K	0.03%	135
2022 Q4	$146K	Sell	5,781 -150	-3%	-$3.78K	0.04%	132
2022 Q3	$131K	Hold	5,931	–	–	0.04%	130
2022 Q2	$142K	Hold	5,931	–	–	0.04%	119
2022 Q1	$156K	Sell	5,931 -183	-3%	-$4.81K	0.04%	126
2021 Q4	$165K	Sell	6,114 -300	-5%	-$8.1K	0.04%	123
2021 Q3	$159K	Hold	6,414	–	–	0.04%	130
2021 Q2	$162K	Hold	6,414	–	–	0.04%	130
2021 Q1	$156K	Hold	6,414	–	–	0.04%	125
2020 Q4	$137K	Hold	6,414	–	–	0.04%	128
2020 Q3	$118K	Hold	6,414	–	–	0.04%	134
2020 Q2	$111K	Hold	6,414	–	–	0.04%	135
2020 Q1	$96K	Hold	6,414	–	–	0.04%	142
2019 Q4	$124K	Hold	6,414	–	–	0.04%	140
2019 Q3	$117K	Hold	6,414	–	–	0.04%	167
2019 Q2	$113K	Hold	6,414	–	–	0.03%	203
2019 Q1	$112K	Buy	6,414 +5,349	+502%	+$93.4K	0.03%	196
2018 Q4	$17K	Sell	1,065 -75	-7%	-$1.2K	0.01%	399
2018 Q3	$20K	Hold	1,140	–	–	0.01%	409
2018 Q2	$19K	Hold	1,140	–	–	0.01%	403
2018 Q1	$19K	Hold	1,140	–	–	﹤0.01%	643
2017 Q4	$19K	Hold	1,140	–	–	﹤0.01%	659
2017 Q3	$18K	Hold	1,140	–	–	﹤0.01%	610
2017 Q2	$17K	Hold	1,140	–	–	﹤0.01%	612
2017 Q1	$17K	Hold	1,140	–	–	﹤0.01%	595
2016 Q4	$17K	Hold	1,140	–	–	﹤0.01%	581
2016 Q3	$16K	Hold	1,140	–	–	﹤0.01%	479
2016 Q2	$16K	Sell	1,140 -639	-36%	-$8.97K	0.01%	460
2016 Q1	$24K	Buy	1,779 +393	+28%	+$5.3K	0.01%	226
2015 Q4	$18K	Buy	1,386 +3	+0.2%	+$39	0.01%	251
2015 Q3	$17K	Buy	1,383 +6	+0.4%	+$74	0.01%	247
2015 Q2	$18K	Buy	1,377 +759	+123%	+$9.92K	0.01%	238
2015 Q1	$9K	Sell	618 -186	-23%	-$2.71K	0.01%	285
2014 Q4	$10K	Buy	+804	New	+$10K	0.01%	256