GPFA
Game Plan Financial Advisors’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 | $4.19M | Buy |
157,990
+2,544
| +2% | +$67.4K | 1.83% | 21 |
|
|
2025
Q1 | $4.35M | Buy |
155,446
+6,287
| +4% | +$176K | 2.11% | 16 |
|
|
2024
Q4 | $4.06M | Buy |
149,159
+99,512
| +200% | +$2.71M | 1.93% | 17 |
|
|
2024
Q3 | $4.2M | Buy |
49,647
+584
| +1% | +$49.4K | 2.03% | 17 |
|
|
2024
Q2 | $3.82M | Buy |
49,063
+2,885
| +6% | +$224K | 1.88% | 17 |
|
|
2024
Q1 | $3.72M | Buy |
46,178
+106
| +0.2% | +$8.55K | 1.88% | 18 |
|
|
2023
Q4 | $3.51M | Buy |
+46,072
| New | +$3.51M | 2.01% | 14 |
|
|
2022
Q4 | $3.24M | Buy |
42,955
+231
| +0.5% | +$17.5K | 2.67% | 10 |
|
|
2022
Q3 | $2.84M | Sell |
42,724
-2,400
| -5% | -$159K | 2.39% | 13 |
|
|
2022
Q2 | $3.22M | Sell |
45,124
-562
| -1% | -$40.1K | 2.58% | 12 |
|
|
2022
Q1 | $3.6M | Buy |
45,686
+1,995
| +5% | +$157K | 2.15% | 15 |
|
|
2021
Q4 | $3.53M | Buy |
43,691
+1,270
| +3% | +$103K | 1.89% | 17 |
|
|
2021
Q3 | $3.15M | Sell |
42,421
-133
| -0.3% | -$9.87K | 1.88% | 17 |
|
|
2021
Q2 | $3.22M | Sell |
42,554
-249
| -0.6% | -$18.8K | 1.92% | 16 |
|
|
2021
Q1 | $3.13M | Buy |
42,803
+1,164
| +3% | +$85.1K | 2.02% | 13 |
|
|
2020
Q4 | $2.67M | Buy |
41,639
+824
| +2% | +$52.8K | 1.9% | 15 |
|
|
2020
Q3 | $2.26M | Buy |
+40,815
| New | +$2.26M | 2.26% | 18 |
|
|
2020
Q2 | – | Sell |
-32,062
| Closed | -$1.43M | – | 83 |
|
|
2020
Q1 | $1.43M | Buy |
32,062
+947
| +3% | +$42.2K | 1.68% | 22 |
|
|
2019
Q4 | $1.8M | Buy |
+31,115
| New | +$1.8M | 1.69% | 22 |
|