GPS Wealth Strategies 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 | $607K | Sell |
22,911
-1,912
| -8% | -$50.7K | 0.07% | 159 |
|
|
2025
Q1 | $694K | Sell |
24,823
-1,262
| -5% | -$35.3K | 0.09% | 137 |
|
|
2024
Q4 | $713K | Buy |
26,085
+609
| +2% | +$16.6K | 0.09% | 138 |
|
|
2024
Q3 | $718K | Sell |
25,476
-3,771
| -13% | -$106K | 0.1% | 142 |
|
|
2024
Q2 | $758K | Buy |
29,247
+2,964
| +11% | +$76.8K | 0.11% | 123 |
|
|
2024
Q1 | $706K | Buy |
26,283
+801
| +3% | +$21.5K | 0.11% | 125 |
|
|
2023
Q4 | $647K | Sell |
25,482
-7,638
| -23% | -$194K | 0.12% | 126 |
|
|
2023
Q3 | $781K | Sell |
33,120
-105
| -0.3% | -$2.48K | 0.15% | 113 |
|
|
2023
Q2 | $804K | Buy |
33,225
+3,786
| +13% | +$91.6K | 0.15% | 111 |
|
|
2023
Q1 | $718K | Buy |
+29,439
| New | +$718K | 0.15% | 113 |
|
|
2022
Q4 | – | Sell |
-16,779
| Closed | -$372K | – | 900 |
|
|
2022
Q3 | $372K | Buy |
16,779
+93
| +0.6% | +$2.06K | 0.09% | 146 |
|
|
2022
Q2 | $398K | Buy |
16,686
+4,131
| +33% | +$98.5K | 0.1% | 144 |
|
|
2022
Q1 | $330K | Buy |
12,555
+4,302
| +52% | +$113K | 0.07% | 153 |
|
|
2021
Q4 | $222K | Sell |
8,253
-867
| -10% | -$23.3K | 0.05% | 199 |
|
|
2021
Q3 | $226K | Buy |
9,120
+2,205
| +32% | +$54.6K | 0.06% | 190 |
|
|
2021
Q2 | $174K | Buy |
6,915
+3,915
| +131% | +$98.5K | 0.04% | 228 |
|
|
2021
Q1 | $72K | Buy |
+3,000
| New | +$72K | 0.02% | 332 |
|