Holistic Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Buy |
17,428
+1,501
| +9% | +$39.8K | 0.13% | 127 |
|
|
2025
Q1 | $445K | Buy |
15,927
+187
| +1% | +$5.23K | 0.15% | 111 |
|
|
2024
Q4 | $430K | Sell |
15,740
-1,858
| -11% | -$50.8K | 0.16% | 105 |
|
|
2024
Q3 | $496K | Sell |
17,598
-12,018
| -41% | -$339K | 0.21% | 85 |
|
|
2024
Q2 | $796K | Hold |
29,616
| – | – | 0.61% | 46 |
|
|
2024
Q1 | $796K | Sell |
29,616
-15,807
| -35% | -$425K | 0.61% | 46 |
|
|
2023
Q4 | $1.15M | Buy |
+45,423
| New | +$1.15M | 0.97% | 35 |
|