WealthPLAN Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

WealthPLAN Partners’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	$5.57M	Sell	210,153 -5,655	-3%	-$150K	0.9%	25
2025 Q1	$6.03M	Sell	215,808 -1,747	-0.8%	-$48.8K	0.85%	31
2024 Q4	$5.94M	Buy	217,555 +11,635	+6%	+$318K	0.84%	29
2024 Q3	$5.8M	Buy	205,920 +13,812	+7%	+$389K	0.78%	32
2024 Q2	$4.98M	Buy	192,108 +7,170	+4%	+$186K	0.53%	52
2024 Q1	$4.97M	Sell	184,938 -6,597	-3%	-$177K	0.51%	61
2023 Q4	$4.86M	Sell	191,535 -5,703	-3%	-$145K	0.5%	62
2023 Q3	$4.65M	Buy	197,238 +2,652	+1%	+$62.6K	0.54%	59
2023 Q2	$4.71M	Sell	194,586 -8,046	-4%	-$195K	0.67%	31
2023 Q1	$4.94M	Sell	202,632 -53,418	-21%	-$1.3M	0.56%	52
2022 Q4	$6.58M	Buy	+256,050	New	+$6.58M	0.46%	59
2022 Q1	$6.02M	Buy	238,731 +21,582	+10%	+$544K	0.42%	69
2021 Q4	$5.69M	Buy	217,149 +9,300	+4%	+$244K	0.37%	70
2021 Q3	$5.43M	Sell	207,849 -816	-0.4%	-$21.3K	0.36%	73
2021 Q2	$5.4M	Buy	208,665 +579	+0.3%	+$15K	0.38%	70
2021 Q1	$5.25M	Buy	208,086 +72,777	+54%	+$1.84M	0.41%	68
2020 Q4	$2.96M	Sell	135,309 -29,769	-18%	-$652K	0.25%	78
2020 Q3	$3.32M	Sell	165,078 -204,690	-55%	-$4.12M	0.32%	78
2020 Q2	$7.05M	Sell	369,768 -7,890	-2%	-$150K	0.73%	41
2020 Q1	$6.23M	Sell	377,658 -25,857	-6%	-$426K	0.81%	41
2019 Q4	$7.95M	Sell	403,515 -10,791	-3%	-$213K	0.94%	24
2019 Q3	$7.82M	Buy	414,306 +26,565	+7%	+$501K	1.07%	20
2019 Q2	$6.78M	Buy	387,741 +15,621	+4%	+$273K	1.02%	20
2019 Q1	$6.47M	Buy	372,120 +5,229	+1%	+$90.9K	1.01%	22
2018 Q4	$6.33M	Buy	366,891 +102,117	+39%	+$1.76M	1.02%	21
2018 Q3	$4.38M	Sell	264,774 -2,556	-1%	-$42.2K	0.8%	34
2018 Q2	$4.39M	Buy	267,330 +26,562	+11%	+$436K	0.9%	31
2018 Q1	$3.94M	Buy	+240,768	New	+$3.94M	0.86%	28
2016 Q3	$125K	Sell	9,000 -9,000	-50%	-$125K	0.04%	207
2016 Q2	$124K	Buy	+18,000	New	+$124K	0.02%	539
2015 Q2	$1K	Buy	+72	New	+$1K	﹤0.01%	410