PAG
Powers Advisory Group’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 | $17.6M | Sell |
665,788
-14,832
| -2% | -$393K | 7.76% | 2 |
|
|
2025
Q1 | $19M | Buy |
680,620
+45,449
| +7% | +$1.27M | 9.07% | 2 |
|
|
2024
Q4 | $17.4M | Buy |
635,171
+429,007
| +208% | +$11.7M | 8.69% | 2 |
|
|
2024
Q3 | $17.4M | Buy |
206,164
+12,211
| +6% | +$1.03M | 8.69% | 2 |
|
|
2024
Q2 | $15.1M | Buy |
193,953
+12,897
| +7% | +$1M | 8.22% | 2 |
|
|
2024
Q1 | $14.6M | Buy |
181,056
+8,298
| +5% | +$669K | 8.34% | 2 |
|
|
2023
Q4 | $13.2M | Buy |
172,758
+10,780
| +7% | +$821K | 8.12% | 2 |
|
|
2023
Q3 | $11.5M | Buy |
161,978
+1,816
| +1% | +$129K | 7.79% | 2 |
|
|
2023
Q2 | $11.6M | Buy |
160,162
+15,005
| +10% | +$1.09M | 7.71% | 2 |
|
|
2023
Q1 | $10.6M | Buy |
145,157
+15,101
| +12% | +$1.1M | 7.42% | 2 |
|
|
2022
Q4 | $9.82M | Buy |
130,056
+5,191
| +4% | +$392K | 7.24% | 2 |
|
|
2022
Q3 | $8.3M | Buy |
124,865
+11,142
| +10% | +$740K | 6.62% | 2 |
|
|
2022
Q2 | $8.15M | Buy |
113,723
+9,312
| +9% | +$667K | 6.27% | 2 |
|
|
2022
Q1 | $8.24M | Buy |
104,411
+11,655
| +13% | +$919K | 5.73% | 2 |
|
|
2021
Q4 | $7.5M | Buy |
+92,756
| New | +$7.5M | 5.29% | 3 |
|