Planning Capital Management Corporation’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
2024 Q3	$2.27M	Buy	80,421 +291	+0.4%	+$8.2K	1.5%	20
2024 Q2	$2.08M	Buy	80,130 +1,500	+2%	+$38.9K	1.47%	22
2024 Q1	$2.11M	Sell	78,630 -34,563	-31%	-$929K	1.54%	23
2023 Q4	$2.87M	Buy	+113,193	New	+$2.87M	2.25%	19