PA
Prossimo Advisors’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 | – | Sell |
-26,817
| Closed | -$750K | – | 141 |
|
|
2025
Q1 | $750K | Hold |
26,817
| – | – | 0.56% | 55 |
|
|
2024
Q4 | $733K | Buy |
26,817
+17,878
| +200% | +$489K | 0.53% | 57 |
|
|
2024
Q3 | $756K | Hold |
8,939
| – | – | 0.55% | 56 |
|
|
2024
Q2 | $695K | Buy |
+8,939
| New | +$695K | 0.63% | 48 |
|
|
2023
Q3 | – | Sell |
-8,939
| Closed | -$649K | – | 110 |
|
|
2023
Q2 | $649K | Buy |
+8,939
| New | +$649K | 0.63% | 51 |
|