LifePlan Financial’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 | $657K | Buy |
24,804
+875
| +4% | +$23.2K | 0.54% | 53 |
|
|
2025
Q1 | $669K | Sell |
23,929
-1,772
| -7% | -$49.5K | 0.58% | 51 |
|
|
2024
Q4 | $702K | Sell |
25,701
-1,284
| -5% | -$35.1K | 0.62% | 49 |
|
|
2024
Q3 | $760K | Buy |
26,985
+234
| +0.9% | +$6.59K | 0.65% | 44 |
|
|
2024
Q2 | $693K | Buy |
26,751
+1,185
| +5% | +$30.7K | 0.64% | 50 |
|
|
2024
Q1 | $687K | Sell |
25,566
-84
| -0.3% | -$2.26K | 0.63% | 50 |
|
|
2023
Q4 | $651K | Buy |
+25,650
| New | +$651K | 0.65% | 49 |
|