WealthPlan Investment Management’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 | $6.97M | Buy |
263,090
+16,289
| +7% | +$432K | 0.51% | 67 |
|
|
2025
Q1 | $6.9M | Buy |
246,801
+189,123
| +328% | +$5.29M | 0.68% | 59 |
|
|
2024
Q4 | $1.58M | Buy |
57,678
+2,712
| +5% | +$74.1K | 0.16% | 114 |
|
|
2024
Q3 | $1.55M | Buy |
54,966
+11,406
| +26% | +$321K | 0.16% | 109 |
|
|
2024
Q2 | $1.13M | Buy |
43,560
+657
| +2% | +$17K | 0.17% | 94 |
|
|
2024
Q1 | $1.15M | Sell |
42,903
-2,361
| -5% | -$63.5K | 0.18% | 91 |
|
|
2023
Q4 | $1.15M | Buy |
45,264
+1,764
| +4% | +$44.8K | 0.18% | 94 |
|
|
2023
Q3 | $1.03M | Buy |
43,500
+28,395
| +188% | +$670K | 0.18% | 85 |
|
|
2023
Q2 | $366K | Sell |
15,105
-32,496
| -68% | -$787K | 0.11% | 106 |
|
|
2023
Q1 | $1.16M | Sell |
47,601
-208,320
| -81% | -$5.08M | 0.2% | 81 |
|
|
2022
Q4 | $6.62M | Buy |
255,921
+4,158
| +2% | +$108K | 0.46% | 59 |
|
|
2022
Q3 | $6.38M | Buy |
+251,763
| New | +$6.38M | 0.47% | 62 |
|
|
2022
Q1 | $6.02M | Buy |
+238,731
| New | +$6.02M | 0.42% | 69 |
|