Plan Group Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $327K | Sell |
12,336
-12,321
| -50% | -$327K | 0.11% | 126 |
|
|
2025
Q1 | $689K | Buy |
24,657
+3,388
| +16% | +$94.7K | 0.25% | 79 |
|
|
2024
Q4 | $581K | Sell |
21,269
-373
| -2% | -$10.2K | 0.31% | 64 |
|
|
2024
Q3 | $610K | Buy |
21,642
+4,248
| +24% | +$120K | 0.32% | 63 |
|
|
2024
Q2 | $451K | Sell |
17,394
-35,547
| -67% | -$921K | 0.28% | 69 |
|
|
2024
Q1 | $1.42M | Buy |
52,941
+21,072
| +66% | +$566K | 0.93% | 25 |
|
|
2023
Q4 | $809K | Buy |
+31,869
| New | +$809K | 0.71% | 31 |
|