PDS Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $507K | Buy |
|
|||||
|
2025
Q2 | $490K | Sell |
|
|||||
|
2025
Q1 | $529K | Buy |
|
|||||
|
2024
Q4 | $515K | Buy |
|
|||||
|
2024
Q3 | $530K | Sell |
|
|||||
|
2024
Q2 | $490K | Buy |
|
|||||
|
2024
Q1 | $500K | Buy |
|
|||||
|
2023
Q4 | $462K | Sell |
|
|||||
|
2023
Q3 | $479K | Buy |
|
|||||
|
2023
Q2 | $476K | Sell |
|
|||||
|
2023
Q1 | $517K | Buy |
|
|||||
|
2022
Q4 | $477K | Buy |
|
|||||
|
2022
Q3 | $348K | Buy |
|
|||||
|
2022
Q2 | $285K | Buy |
|
|||||
|
2022
Q1 | $312K | Buy |
|
|||||
|
2021
Q4 | $300K | Buy |
|
|||||
|
2021
Q3 | $251K | Buy |
|
|||||
|
2021
Q2 | $252K | Buy |
|
|||||
|
2021
Q1 | $216K | Buy |
|
|||||
|
2020
Q4 | $188K | Buy |
|
|||||
|
2020
Q3 | $161K | Sell |
|
|||||
|
2020
Q2 | $175K | Buy |
|