PRI
Prepared Retirement Institute’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 | $14.6M | Buy |
551,977
+10,567
| +2% | +$280K | 8.62% | 2 |
|
|
2025
Q1 | $15.1M | Sell |
541,410
-101,981
| -16% | -$2.85M | 9.66% | 2 |
|
|
2024
Q4 | $17.6M | Buy |
643,391
+442,336
| +220% | +$12.1M | 10.03% | 3 |
|
|
2024
Q3 | $17M | Buy |
201,055
+4,319
| +2% | +$365K | 10.29% | 3 |
|
|
2024
Q2 | $15.3M | Buy |
196,736
+11,592
| +6% | +$901K | 10.14% | 3 |
|
|
2024
Q1 | $14.9M | Sell |
185,144
-12,972
| -7% | -$1.05M | 11.14% | 2 |
|
|
2023
Q4 | $15.1M | Buy |
+198,116
| New | +$15.1M | 11.3% | 2 |
|