Plante Moran Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Plante Moran Financial Advisors’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
2026 Q1	$1.09M	Buy	35,489 +5,955	+20%	+$181K	0.07%	39
2025 Q4	$810K	Buy	29,534 +16,869	+133%	+$459K	0.05%	64
2025 Q3	$346K	Sell	12,665 -980	-7%	-$26.7K	0.02%	120
2025 Q2	$362K	Sell	13,645 -1,131	-8%	-$29.5K	0.03%	108
2025 Q1	$413K	Buy	14,776 +681	+5%	+$19K	0.04%	99
2024 Q4	$385K	Buy	14,095 +5,704	+68%	+$162K	0.03%	104
2024 Q3	$236K	Sell	8,391 -2,049	-20%	-$55.8K	0.02%	162
2024 Q2	$271K	Buy	10,440 +4,533	+77%	+$118K	0.03%	141
2024 Q1	$159K	Buy	5,907 +45	+0.8%	+$1.16K	0.02%	191
2023 Q4	$149K	Sell	5,862 -1,968	-25%	-$46.9K	0.02%	206
2023 Q3	$185K	Buy	7,830 +1,221	+18%	+$30K	0.02%	153
2023 Q2	$160K	Buy	6,609 +12	+0.2%	+$287	0.02%	182
2023 Q1	$161K	Buy	6,597 +48	+0.7%	+$1.2K	0.02%	168
2022 Q4	$165K	Sell	6,549 -2,763	-30%	-$68.2K	0.02%	172
2022 Q3	$206K	Buy	9,312 +5,853	+169%	+$142K	0.04%	143
2022 Q2	$83K	Buy	3,459 +12	+0.3%	+$305	0.01%	240
2022 Q1	$91K	Sell	3,447 -456	-12%	-$11.9K	0.02%	239
2021 Q4	$105K	Sell	3,903 -2,754	-41%	-$71.5K	0.02%	244
2021 Q3	$165K	Buy	6,657 +2,775	+71%	+$70.5K	0.04%	213
2021 Q2	$98K	Buy	3,882 +1,659	+75%	+$41.9K	0.02%	250
2021 Q1	$54K	Buy	2,223 +99	+5%	+$2.25K	0.01%	346
2020 Q4	$45K	Buy	2,124 +222	+12%	+$4.5K	0.01%	380
2020 Q3	$35K	Buy	1,902 +939	+98%	+$17.3K	0.01%	385
2020 Q2	$17K	Buy	963 +9	+0.9%	+$152	0.01%	457
2020 Q1	$14K	Sell	954 -447	-32%	-$8.03K	0.01%	455
2019 Q4	$27K	Buy	1,401 +390	+39%	+$7.31K	0.01%	414
2019 Q3	$18K	Buy	1,011 +90	+10%	+$1.61K	0.01%	521
2019 Q2	$16K	Hold	921	–	–	﹤0.01%	508
2019 Q1	$16K	Buy	+921	New	+$15.5K	0.01%	507
2018 Q2	–	Sell	-3,231	Closed	-$53K	–	950
2018 Q1	$53K	Hold	3,231	–	–	0.03%	338
2017 Q4	$55K	Hold	3,231	–	–	0.03%	329
2017 Q3	$50K	Buy	+3,231	New	+$49.4K	0.03%	310