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Consolidated Planning Corp
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 119,899 | 116,537 | 8,707,072,000 | 8,453,107,000 | $72,620.06 |
| 12/31/2022 | Schwab US Dividend Equity ETF | SCHD | 3,362 | -38 | 253,965,000 | 253,739,000 | $75,539.86 |
| 09/30/2022 | Schwab US Dividend Equity ETF | SCHD | 3,400 | -99 | 226,000 | -25,000 | $66.47 |
| 06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 3,499 | 140 | 251,000 | -14,000 | $71.73 |
| 03/31/2022 | Schwab US Dividend Equity ETF | SCHD | 3,359 | 0 | 265,000 | -7,000 | $78.89 |
| 12/31/2021 | Schwab US Dividend Equity ETF | SCHD | 3,359 | 0 | 272,000 | 23,000 | $80.98 |
| 09/30/2021 | Schwab US Dividend Equity ETF | SCHD | 3,359 | 3,359 | 249,000 | 249,000 | $74.13 |
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