PTP
Platform Technology Partners’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 | $8.21M | Buy |
309,925
+9,872
| +3% | +$262K | 2.14% | 7 |
|
|
2025
Q1 | $8.39M | Buy |
300,053
+21,671
| +8% | +$606K | 2.44% | 4 |
|
|
2024
Q4 | $7.61M | Buy |
278,382
+194,152
| +231% | +$5.3M | 2.3% | 6 |
|
|
2024
Q3 | $7.12M | Buy |
84,230
+5,838
| +7% | +$493K | 2.24% | 6 |
|
|
2024
Q2 | $6.1M | Buy |
+78,392
| New | +$6.1M | 2.1% | 6 |
|
|
2023
Q4 | $5.14M | Buy |
66,478
+21,940
| +49% | +$1.7M | 2% | 7 |
|
|
2023
Q3 | $3.15M | Buy |
44,538
+942
| +2% | +$66.7K | 1.47% | 9 |
|
|
2023
Q2 | $3.19M | Sell |
43,596
-29,467
| -40% | -$2.16M | 1.5% | 9 |
|
|
2023
Q1 | $5.35M | Sell |
73,063
-3,907
| -5% | -$286K | 2.64% | 3 |
|
|
2022
Q4 | $5.81M | Sell |
76,970
-3,728
| -5% | -$282K | 3% | 3 |
|
|
2022
Q3 | $5.36M | Buy |
80,698
+6,583
| +9% | +$437K | 3.05% | 4 |
|
|
2022
Q2 | $5.31M | Sell |
74,115
-1,338
| -2% | -$95.8K | 2.9% | 3 |
|
|
2022
Q1 | $5.95M | Buy |
75,453
+3,560
| +5% | +$281K | 2.86% | 4 |
|
|
2021
Q4 | $5.81M | Buy |
71,893
+3,436
| +5% | +$278K | 2.55% | 5 |
|
|
2021
Q3 | $5.08M | Buy |
68,457
+4,242
| +7% | +$315K | 2.3% | 5 |
|
|
2021
Q2 | $4.86M | Buy |
+64,215
| New | +$4.86M | 2% | 5 |
|
|
2020
Q4 | $2.92M | Buy |
45,589
+22,344
| +96% | +$1.43M | 1.43% | 9 |
|
|
2020
Q3 | $1.29M | Buy |
23,245
+3,963
| +21% | +$219K | 0.79% | 28 |
|
|
2020
Q2 | $998K | Buy |
+19,282
| New | +$998K | 0.7% | 35 |
|