RPGNY
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Retirement Planning Group (New York)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Retirement Planning Group (New York)’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.07M Buy
78,155
+45,118
+137% +$1.2M 1.82% 19
2025
Q1 		$924K Buy
+33,037
New +$924K 0.94% 25