GFG
Goldstone Financial Group’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 | $5.81M | Buy |
212,553
+16,588
| +8% | +$454K | 0.77% | 37 |
|
|
2025
Q1 | $5.48M | Sell |
195,965
-2,722
| -1% | -$76.1K | 0.83% | 35 |
|
|
2024
Q4 | $5.43M | Buy |
198,687
+134,088
| +208% | +$3.66M | 0.85% | 35 |
|
|
2024
Q3 | $5.46M | Buy |
64,599
+4,587
| +8% | +$388K | 0.95% | 30 |
|
|
2024
Q2 | $4.67M | Buy |
60,012
+3,606
| +6% | +$280K | 0.94% | 30 |
|
|
2024
Q1 | $4.55M | Sell |
56,406
-1,754
| -3% | -$141K | 1.04% | 26 |
|
|
2023
Q4 | $4.43M | Buy |
58,160
+3,992
| +7% | +$304K | 1.14% | 25 |
|
|
2023
Q3 | $3.83M | Buy |
54,168
+5,315
| +11% | +$376K | 1.14% | 22 |
|
|
2023
Q2 | $3.55M | Buy |
48,853
+27,520
| +129% | +$2M | 1.04% | 24 |
|
|
2023
Q1 | $1.56M | Buy |
+21,333
| New | +$1.56M | 0.51% | 37 |
|