LifePlan Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

LifePlan Financial Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$790K	Buy
2020 Q2	$603K	Buy
2020 Q1	$212K	Buy
2019 Q4	$269K	Hold
2019 Q3	$254K	Buy
2019 Q2	$96K	Buy
2019 Q1	$57K	Buy
2018 Q4	$9K	Hold
2018 Q3	$10K	Hold
2018 Q2	$10K	Hold
2018 Q1	$10K	Buy