PCS
Personal CFO Solutions’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 | – | Sell |
-204,016
| Closed | -$5.7M | – | 506 |
|
|
2025
Q1 | $5.7M | Buy |
204,016
+3,349
| +2% | +$93.6K | 1.16% | 11 |
|
|
2024
Q4 | $5.48M | Buy |
200,667
+134,877
| +205% | +$3.68M | 1.08% | 12 |
|
|
2024
Q3 | $5.56M | Buy |
65,790
+2,303
| +4% | +$195K | 0.78% | 23 |
|
|
2024
Q2 | $4.94M | Buy |
63,487
+4,714
| +8% | +$367K | 0.76% | 23 |
|
|
2024
Q1 | $4.74M | Buy |
58,773
+54,499
| +1,275% | +$4.39M | 0.74% | 23 |
|
|
2023
Q4 | $325K | Buy |
4,274
+1,061
| +33% | +$80.8K | 0.06% | 352 |
|
|
2023
Q3 | $227K | Buy |
+3,213
| New | +$227K | 0.04% | 397 |
|