Leading Edge Financial 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 | $439K | Buy |
16,564
+1,390
| +9% | +$36.8K | 0.12% | 38 |
|
|
2025
Q1 | $424K | Hold |
15,174
| – | – | 0.13% | 39 |
|
|
2024
Q4 | $415K | Buy |
15,174
+915
| +6% | +$25K | 0.14% | 40 |
|
|
2024
Q3 | $402K | Sell |
14,259
-300
| -2% | -$8.45K | 0.13% | 38 |
|
|
2024
Q2 | $377K | Sell |
14,559
-411
| -3% | -$10.7K | 0.15% | 35 |
|
|
2024
Q1 | $402K | Sell |
14,970
-8,313
| -36% | -$223K | 0.18% | 34 |
|
|
2023
Q4 | $591K | Sell |
23,283
-5,181
| -18% | -$131K | 0.31% | 29 |
|
|
2023
Q3 | $671K | Sell |
28,464
-11,760
| -29% | -$277K | 0.43% | 33 |
|
|
2023
Q2 | $974K | Sell |
40,224
-7,230
| -15% | -$175K | 0.64% | 21 |
|
|
2023
Q1 | $1.16M | Sell |
47,454
-690
| -1% | -$16.8K | 0.84% | 19 |
|
|
2022
Q4 | $1.21M | Buy |
+48,144
| New | +$1.21M | 1.05% | 16 |
|