Planning Capital Management Corporation’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Planning Capital Management Corporation’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$2.27M	Buy	80,421 +291	+0.4%	+$7.93K	1.5%	20
2024 Q2	$2.08M	Buy	80,130 +1,500	+2%	+$39K	1.47%	22
2024 Q1	$2.11M	Sell	78,630 -34,563	-31%	-$893K	1.54%	23
2023 Q4	$2.87M	Buy	+113,193	New	+$2.7M	2.25%	19

Other funds holding SCHD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Planning Capital Management Corporation's SCHD Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.36% in Q3 2024, buying an estimated $7.93K and bringing the position to 80,421 shares worth $2.27M. The position accounts for 1.5% of the portfolio, ranked #20.

Planning Capital Management Corporation first reported a position in SCHD in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.87M in Q4 2023. 1,625 funds tracked by Wall St. Rank hold SCHD as of Q3 2024.

Planning Capital Management Corporation held 80,421 shares of Schwab US Dividend Equity ETF worth $2.27M as of Q3 2024.
Planning Capital Management Corporation bought 291 Schwab US Dividend Equity ETF shares in Q3 2024, an estimated $7.93K.
Schwab US Dividend Equity ETF made up 1.5% of Planning Capital Management Corporation's portfolio in Q3 2024, its #20 holding.
Planning Capital Management Corporation first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 4 quarters since.
Planning Capital Management Corporation's Schwab US Dividend Equity ETF position peaked at $2.87M in Q4 2023.
1,625 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.