WFPG
Waller 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 | $19.3M | Buy |
728,852
+152,333
| +26% | +$4.04M | 4.67% | 9 |
|
|
2025
Q1 | $16.1M | Sell |
576,519
-102,289
| -15% | -$2.86M | 4.53% | 9 |
|
|
2024
Q4 | $18.5M | Buy |
678,808
+454,012
| +202% | +$12.4M | 4.67% | 9 |
|
|
2024
Q3 | $19M | Buy |
224,796
+2,918
| +1% | +$247K | 4.71% | 10 |
|
|
2024
Q2 | $17.3M | Buy |
221,878
+6,712
| +3% | +$522K | 4.64% | 10 |
|
|
2024
Q1 | $17.3M | Buy |
215,166
+31,338
| +17% | +$2.53M | 4.62% | 9 |
|
|
2023
Q4 | $14M | Sell |
183,828
-3,142
| -2% | -$239K | 3.68% | 11 |
|
|
2023
Q3 | $13.2M | Sell |
186,970
-242
| -0.1% | -$17.1K | 3.85% | 11 |
|
|
2023
Q2 | $13.6M | Buy |
187,212
+5,813
| +3% | +$422K | 3.75% | 11 |
|
|
2023
Q1 | $13.3M | Buy |
181,399
+632
| +0.3% | +$46.2K | 3.76% | 11 |
|
|
2022
Q4 | $13.7M | Sell |
180,767
-1,224
| -0.7% | -$92.5K | 3.96% | 10 |
|
|
2022
Q3 | $12.1M | Buy |
181,991
+177
| +0.1% | +$11.8K | 3.7% | 10 |
|
|
2022
Q2 | $13M | Buy |
+181,814
| New | +$13M | 3.81% | 10 |
|