Game Plan Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.19M | Buy |
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|
2025
Q1 | $4.35M | Buy |
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|
2024
Q4 | $4.06M | Buy |
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|
2024
Q3 | $4.2M | Buy |
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|
2024
Q2 | $3.82M | Buy |
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|
2024
Q1 | $3.72M | Buy |
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|
2023
Q4 | $3.51M | Buy |
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|
2022
Q4 | $3.24M | Buy |
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|
2022
Q3 | $2.84M | Sell |
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|
2022
Q2 | $3.22M | Sell |
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|
2022
Q1 | $3.6M | Buy |
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|
2021
Q4 | $3.53M | Buy |
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|
2021
Q3 | $3.15M | Sell |
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|
2021
Q2 | $3.22M | Sell |
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|
2021
Q1 | $3.13M | Buy |
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|
2020
Q4 | $2.67M | Buy |
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|
2020
Q3 | $2.26M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.43M | Buy |
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|
2019
Q4 | $1.8M | Buy |
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