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Next Level Wealth Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Next Level Wealth Planning’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$10.2M Buy
383,170
+34,731
+10% +$920K 6.5% 6
2025
Q1 		$9.74M Buy
348,439
+21,228
+6% +$594K 7.38% 5
2024
Q4 		$8.94M Buy
+327,211
New +$8.94M 7.03% 6