WealthPLAN Partners’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 | $5.81M | Buy |
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|
2025
Q2 | $5.57M | Sell |
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|
2025
Q1 | $6.03M | Sell |
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|
2024
Q4 | $5.94M | Buy |
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|
2024
Q3 | $5.8M | Buy |
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|
2024
Q2 | $4.98M | Buy |
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|
2024
Q1 | $4.97M | Sell |
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|
2023
Q4 | $4.86M | Sell |
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|
2023
Q3 | $4.65M | Buy |
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|
2023
Q2 | $4.71M | Sell |
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|
2023
Q1 | $4.94M | Sell |
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|
2022
Q4 | $6.58M | Buy |
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|
2022
Q1 | $6.02M | Buy |
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|
2021
Q4 | $5.69M | Buy |
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|
2021
Q3 | $5.43M | Sell |
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|
2021
Q2 | $5.4M | Buy |
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|
2021
Q1 | $5.25M | Buy |
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|
2020
Q4 | $2.96M | Sell |
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|
2020
Q3 | $3.32M | Sell |
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|
2020
Q2 | $7.05M | Sell |
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|
2020
Q1 | $6.23M | Sell |
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|
2019
Q4 | $7.95M | Sell |
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|
2019
Q3 | $7.82M | Buy |
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|
2019
Q2 | $6.78M | Buy |
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|
2019
Q1 | $6.47M | Buy |
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|
2018
Q4 | $6.33M | Buy |
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|
2018
Q3 | $4.38M | Sell |
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|
2018
Q2 | $4.39M | Buy |
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|
2018
Q1 | $3.94M | Buy |
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|
2016
Q3 | $125K | Sell |
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|
2016
Q2 | $124K | Buy |
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|
2015
Q2 | $1K | Buy |
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