PFA
Pathway Financial Advisers’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 | $4.16M | Buy |
157,008
+6,092
| +4% | +$161K | 1.35% | 20 |
|
|
2025
Q1 | $4.22M | Buy |
150,916
+1,067
| +0.7% | +$29.8K | 1.45% | 21 |
|
|
2024
Q4 | $4.09M | Buy |
149,849
+100,347
| +203% | +$2.74M | 1.37% | 18 |
|
|
2024
Q3 | $4.18M | Buy |
49,502
+560
| +1% | +$47.3K | 1.89% | 14 |
|
|
2024
Q2 | $3.79M | Buy |
48,942
+1,720
| +4% | +$133K | 1.36% | 21 |
|
|
2024
Q1 | $3.81M | Buy |
47,222
+7,528
| +19% | +$607K | 1.37% | 21 |
|
|
2023
Q4 | $3.02M | Buy |
39,694
+2,468
| +7% | +$188K | 1.15% | 26 |
|
|
2023
Q3 | $2.63M | Buy |
+37,226
| New | +$2.63M | 1.09% | 29 |
|
|
2023
Q1 | $1.37M | Buy |
18,661
+15,790
| +550% | +$1.16M | 0.55% | 63 |
|
|
2022
Q4 | $217K | Buy |
+2,871
| New | +$217K | 0.09% | 153 |
|