PS
Planned 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 | $669K | Buy |
25,242
+262
| +1% | +$6.94K | 0.25% | 48 |
|
|
2025
Q1 | $698K | Buy |
24,980
+3,762
| +18% | +$105K | 0.28% | 40 |
|
|
2024
Q4 | $580K | Buy |
21,218
+14,725
| +227% | +$402K | 0.23% | 49 |
|
|
2024
Q3 | $549K | Buy |
6,493
+1,527
| +31% | +$129K | 0.22% | 45 |
|
|
2024
Q2 | $386K | Buy |
4,966
+246
| +5% | +$19.1K | 0.19% | 58 |
|
|
2024
Q1 | $381K | Buy |
4,720
+195
| +4% | +$15.7K | 0.19% | 57 |
|
|
2023
Q4 | $344K | Buy |
4,525
+354
| +8% | +$26.9K | 0.16% | 56 |
|
|
2023
Q3 | $295K | Buy |
4,171
+2
| +0% | +$142 | 0.18% | 57 |
|
|
2023
Q2 | $303K | Buy |
4,169
+192
| +5% | +$13.9K | 0.18% | 55 |
|
|
2023
Q1 | $291K | Buy |
3,977
+29
| +0.7% | +$2.12K | 0.18% | 55 |
|
|
2022
Q4 | $298K | Buy |
3,948
+33
| +0.8% | +$2.49K | 0.22% | 48 |
|
|
2022
Q3 | $260K | Buy |
3,915
+44
| +1% | +$2.92K | 0.22% | 48 |
|
|
2022
Q2 | $277K | Buy |
3,871
+258
| +7% | +$18.5K | 0.26% | 44 |
|
|
2022
Q1 | $285K | Sell |
3,613
-595
| -14% | -$46.9K | 0.2% | 53 |
|
|
2021
Q4 | $340K | Buy |
+4,208
| New | +$340K | 0.23% | 50 |
|
|
2021
Q2 | $272K | Buy |
3,595
+57
| +2% | +$4.31K | 0.19% | 56 |
|
|
2021
Q1 | $258K | Buy |
3,538
+38
| +1% | +$2.77K | 0.2% | 53 |
|
|
2020
Q4 | $224K | Buy |
3,500
+131
| +4% | +$8.38K | 0.18% | 48 |
|
|
2020
Q3 | $186K | Buy |
+3,369
| New | +$186K | 0.18% | 49 |
|