Leading Edge Financial Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $414K | Sell |
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|
2025
Q2 | $439K | Buy |
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|
2025
Q1 | $424K | Hold |
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|
2024
Q4 | $415K | Buy |
|
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|
2024
Q3 | $402K | Sell |
|
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|
2024
Q2 | $377K | Sell |
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|
2024
Q1 | $402K | Sell |
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|
2023
Q4 | $591K | Sell |
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|
2023
Q3 | $671K | Sell |
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|
2023
Q2 | $974K | Sell |
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|
2023
Q1 | $1.16M | Sell |
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|
2022
Q4 | $1.21M | Buy |
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