Reliant Wealth Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $43.7M | Buy |
1,650,384
+70,061
| +4% | +$1.86M | 17.07% | 2 |
|
|
2025
Q1 | $44.2M | Sell |
1,580,323
-4,043
| -0.3% | -$113K | 20.16% | 2 |
|
|
2024
Q4 | $43.3M | Sell |
1,584,366
-265,209
| -14% | -$7.25M | 20.3% | 2 |
|
|
2024
Q3 | $52.1M | Buy |
1,849,575
+33,882
| +2% | +$955K | 22.57% | 2 |
|
|
2024
Q2 | $47.1M | Buy |
1,815,693
+53,181
| +3% | +$1.38M | 21.71% | 2 |
|
|
2024
Q1 | $47.4M | Buy |
1,762,512
+132,702
| +8% | +$3.57M | 22.66% | 2 |
|
|
2023
Q4 | $41.4M | Buy |
1,629,810
+139,563
| +9% | +$3.54M | 20.08% | 2 |
|
|
2023
Q3 | $35.1M | Buy |
1,490,247
+308,259
| +26% | +$7.27M | 18.65% | 3 |
|
|
2023
Q2 | $28.6M | Sell |
1,181,988
-34,251
| -3% | -$829K | 17.26% | 3 |
|
|
2023
Q1 | $29.7M | Sell |
1,216,239
-10,734
| -0.9% | -$262K | 18.39% | 3 |
|
|
2022
Q4 | $30.9M | Buy |
1,226,973
+25,965
| +2% | +$654K | 18.74% | 3 |
|
|
2022
Q3 | $26.6M | Buy |
1,201,008
+164,070
| +16% | +$3.63M | 11.29% | 5 |
|
|
2022
Q2 | $24.8M | Buy |
+1,036,938
| New | +$24.8M | 10.39% | 5 |
|