PVAMC
PPS&V Asset Management Consultants’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 | $7.59M | Buy |
286,478
+17,707
| +7% | +$469K | 4.79% | 6 |
|
|
2025
Q1 | $7.51M | Sell |
268,771
-48
| -0% | -$1.34K | 5.45% | 7 |
|
|
2024
Q4 | $7.34M | Buy |
268,819
+180,927
| +206% | +$141K | 4.96% | 7 |
|
|
2024
Q3 | $7.43M | Buy |
87,892
+2,817
| +3% | +$238K | 5.1% | 7 |
|
|
2024
Q2 | $6.62M | Sell |
85,075
-852
| -1% | -$66.3K | 4.74% | 7 |
|
|
2024
Q1 | $6.93M | Buy |
85,927
+653
| +0.8% | +$52.7K | 5.1% | 6 |
|
|
2023
Q4 | $6.49M | Buy |
85,274
+3,343
| +4% | +$255K | 4.97% | 7 |
|
|
2023
Q3 | $5.8M | Buy |
81,931
+4,104
| +5% | +$290K | 5% | 7 |
|
|
2023
Q2 | $5.65M | Sell |
77,827
-2,459
| -3% | -$179K | 4.58% | 7 |
|
|
2023
Q1 | $5.87M | Sell |
80,286
-834
| -1% | -$61K | 5.05% | 7 |
|
|
2022
Q4 | $6.13M | Buy |
+81,120
| New | +$6.13M | 5.83% | 6 |
|