IP
Ignite Planners’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 | $210K | Buy |
+7,779
| New | +$210K | 0.04% | 342 |
|
|
2024
Q1 | – | Sell |
-3,776
| Closed | -$290K | – | 301 |
|
|
2023
Q4 | $290K | Sell |
3,776
-1,990
| -35% | -$153K | 0.09% | 216 |
|
|
2023
Q3 | $399K | Buy |
5,766
+939
| +19% | +$65K | 0.12% | 189 |
|
|
2023
Q2 | $347K | Sell |
4,827
-102
| -2% | -$7.33K | 0.13% | 170 |
|
|
2023
Q1 | $361K | Buy |
4,929
+1,826
| +59% | +$134K | 0.15% | 162 |
|
|
2022
Q4 | $257K | Buy |
+3,103
| New | +$257K | 0.11% | 205 |
|