SFPG
Stonebridge Financial Planning 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 | $2.43M | Sell |
91,881
-494
| -0.5% | -$13.1K | 1.02% | 28 |
|
|
2025
Q1 | $2.58M | Sell |
92,375
-690
| -0.7% | -$19.3K | 1.18% | 23 |
|
|
2024
Q4 | $2.54M | Buy |
93,065
+67,789
| +268% | +$1.85M | 1.14% | 23 |
|
|
2024
Q3 | $2.14M | Buy |
25,276
+430
| +2% | +$36.3K | 1.02% | 27 |
|
|
2024
Q2 | $1.93M | Sell |
24,846
-2,712
| -10% | -$211K | 0.97% | 29 |
|
|
2024
Q1 | $2.22M | Sell |
27,558
-1,588
| -5% | -$128K | 1.17% | 19 |
|
|
2023
Q4 | $2.22M | Buy |
29,146
+2,312
| +9% | +$176K | 1.28% | 16 |
|
|
2023
Q3 | $1.9M | Sell |
26,834
-2,338
| -8% | -$165K | 1.22% | 25 |
|
|
2023
Q2 | $2.12M | Sell |
29,172
-1,423
| -5% | -$103K | 1.29% | 24 |
|
|
2023
Q1 | $2.24M | Buy |
30,595
+2,383
| +8% | +$174K | 1.44% | 20 |
|
|
2022
Q4 | $2.13M | Buy |
28,212
+3,545
| +14% | +$268K | 1.42% | 18 |
|
|
2022
Q3 | $1.64M | Buy |
24,667
+4,560
| +23% | +$303K | 1.15% | 27 |
|
|
2022
Q2 | $1.44M | Buy |
+20,107
| New | +$1.44M | 0.98% | 30 |
|
|
2022
Q1 | – | Sell |
-354
| Closed | -$28K | – | 318 |
|
|
2021
Q4 | $28K | Hold |
354
| – | – | 0.01% | 271 |
|
|
2021
Q3 | $28K | Sell |
354
-250
| -41% | -$19.8K | 0.01% | 276 |
|
|
2021
Q2 | $46K | Buy |
604
+250
| +71% | +$19K | 0.02% | 216 |
|
|
2021
Q1 | $26K | Buy |
+354
| New | +$26K | 0.02% | 279 |
|