Retirement Planning Group (Kansas)’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.02M | Buy |
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|
2025
Q2 | $613K | Buy |
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|
2025
Q1 | $643K | Sell |
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|
2024
Q4 | $819K | Buy |
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|
2024
Q3 | $654K | Sell |
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|
2024
Q2 | $758K | Buy |
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|
2024
Q1 | $607K | Sell |
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|
2023
Q4 | $612K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $318K | Hold |
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|
2019
Q3 | $301K | Hold |
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|
2019
Q2 | $291K | Hold |
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|
2019
Q1 | $287K | Sell |
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|
2018
Q4 | $275K | Hold |
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|
2018
Q3 | $311K | Hold |
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|
2018
Q2 | $289K | Sell |
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|
2018
Q1 | $307K | Sell |
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|
2017
Q4 | $351K | Sell |
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|
2017
Q3 | $323K | Hold |
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|
2017
Q2 | $312K | Sell |
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|
2017
Q1 | $363K | Buy |
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|
2016
Q4 | $352K | Buy |
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|
2016
Q3 | $338K | Buy |
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|
2016
Q2 | $326K | Buy |
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