PEA
Park Edge Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
56,776
+2,399
| +4% | +$63.6K | 0.39% | 52 |
|
|
2025
Q1 | $1.52M | Buy |
+54,377
| New | +$1.52M | 0.42% | 43 |
|
|
2023
Q4 | – | Sell |
-2,892
| Closed | -$205K | – | 122 |
|
|
2023
Q3 | $205K | Hold |
2,892
| – | – | 0.07% | 98 |
|
|
2023
Q2 | $210K | Sell |
2,892
-1,151
| -28% | -$83.6K | 0.07% | 96 |
|
|
2023
Q1 | $296K | Hold |
4,043
| – | – | 0.11% | 78 |
|
|
2022
Q4 | $305K | Buy |
+4,043
| New | +$305K | 0.13% | 70 |
|