PCG
Prosperity Consulting 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 | $31.1M | Sell |
1,173,654
-13,858
| -1% | -$367K | 2.27% | 7 |
|
|
2025
Q1 | $33.2M | Buy |
1,187,512
+107,249
| +10% | +$3M | 2.57% | 5 |
|
|
2024
Q4 | $29.5M | Buy |
1,080,263
+736,580
| +214% | +$20.1M | 2.22% | 6 |
|
|
2024
Q3 | $29.1M | Buy |
343,683
+146,908
| +75% | +$12.4M | 2.27% | 5 |
|
|
2024
Q2 | $15.3M | Sell |
196,775
-6,493
| -3% | -$505K | 2.07% | 7 |
|
|
2024
Q1 | $16.4M | Buy |
203,268
+115,001
| +130% | +$9.27M | 2.05% | 7 |
|
|
2023
Q4 | $6.72M | Buy |
88,267
+38,777
| +78% | +$2.95M | 2.25% | 7 |
|
|
2023
Q3 | $3.5M | Buy |
49,490
+75
| +0.2% | +$5.31K | 1.61% | 16 |
|
|
2023
Q2 | $3.59M | Buy |
49,415
+274
| +0.6% | +$19.9K | 2.2% | 15 |
|
|
2023
Q1 | $3.6M | Buy |
49,141
+6,155
| +14% | +$450K | 2.27% | 13 |
|
|
2022
Q4 | $3.25M | Buy |
42,986
+9,476
| +28% | +$716K | 2.16% | 11 |
|
|
2022
Q3 | $2.23M | Buy |
33,510
+5,397
| +19% | +$359K | 1.83% | 11 |
|
|
2022
Q2 | $2.01M | Buy |
28,113
+9,133
| +48% | +$654K | 1.75% | 14 |
|
|
2022
Q1 | $1.5M | Buy |
18,980
+1,545
| +9% | +$122K | 1.11% | 25 |
|
|
2021
Q4 | $1.39M | Buy |
+17,435
| New | +$1.39M | 1.04% | 25 |
|