Platform Technology Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.7M | Buy |
381,586
+30,934
| +9% | +$938K | 2.26% | 7 |
|
|
2025
Q4 | $9.62M | Buy |
350,652
+27,926
| +9% | +$759K | 2.05% | 7 |
|
|
2025
Q3 | $8.81M | Buy |
322,726
+12,801
| +4% | +$349K | 2.11% | 8 |
|
|
2025
Q2 | $8.21M | Buy |
309,925
+9,872
| +3% | +$258K | 2.14% | 7 |
|
|
2025
Q1 | $8.39M | Buy |
300,053
+21,671
| +8% | +$604K | 2.44% | 4 |
|
|
2024
Q4 | $7.61M | Buy |
278,382
+25,692
| +10% | +$730K | 2.3% | 6 |
|
|
2024
Q3 | $7.12M | Buy |
252,690
+17,514
| +7% | +$477K | 2.24% | 6 |
|
|
2024
Q2 | $6.1M | Buy |
+235,176
| New | +$6.12M | 2.1% | 6 |
|
|
2023
Q4 | $5.14M | Buy |
199,434
+65,820
| +49% | +$1.57M | 2% | 7 |
|
|
2023
Q3 | $3.15M | Buy |
133,614
+2,826
| +2% | +$69.3K | 1.47% | 9 |
|
|
2023
Q2 | $3.19M | Sell |
130,788
-88,401
| -40% | -$2.11M | 1.5% | 9 |
|
|
2023
Q1 | $5.35M | Sell |
219,189
-11,721
| -5% | -$293K | 2.64% | 3 |
|
|
2022
Q4 | $5.81M | Sell |
230,910
-11,184
| -5% | -$276K | 3% | 3 |
|
|
2022
Q3 | $5.36M | Buy |
242,094
+19,749
| +9% | +$480K | 3.05% | 4 |
|
|
2022
Q2 | $5.31M | Sell |
222,345
-4,014
| -2% | -$102K | 2.9% | 3 |
|
|
2022
Q1 | $5.95M | Buy |
226,359
+10,680
| +5% | +$280K | 2.86% | 4 |
|
|
2021
Q4 | $5.81M | Buy |
215,679
+10,308
| +5% | +$268K | 2.55% | 5 |
|
|
2021
Q3 | $5.08M | Buy |
205,371
+12,726
| +7% | +$323K | 2.3% | 5 |
|
|
2021
Q2 | $4.86M | Buy |
+192,645
| New | +$4.86M | 2% | 5 |
|
|
2020
Q4 | $2.92M | Buy |
136,767
+67,032
| +96% | +$1.36M | 1.43% | 9 |
|
|
2020
Q3 | $1.28M | Buy |
69,735
+11,889
| +21% | +$219K | 0.79% | 28 |
|
|
2020
Q2 | $998K | Buy |
+57,846
| New | +$977K | 0.7% | 35 |
|
Other funds holding SCHD
RIM
SLI
