ALWM
Andrews Lucia Wealth Management’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 | $482K | Buy |
18,189
+337
| +2% | +$8.93K | 0.31% | 23 |
|
|
2025
Q1 | $488K | Buy |
17,852
+11,957
| +203% | +$327K | 0.33% | 20 |
|
|
2024
Q4 | $498K | Buy |
5,895
+113
| +2% | +$9.55K | 0.33% | 20 |
|
|
2024
Q3 | $450K | Hold |
5,782
| – | – | 0.32% | 19 |
|
|
2024
Q2 | $466K | Hold |
5,782
| – | – | 0.33% | 20 |
|
|
2024
Q1 | $466K | Sell |
5,782
-956
| -14% | -$77.1K | 0.33% | 19 |
|
|
2023
Q4 | $513K | Buy |
6,738
+58
| +0.9% | +$4.42K | 0.4% | 18 |
|
|
2023
Q3 | $473K | Buy |
6,680
+52
| +0.8% | +$3.68K | 0.41% | 19 |
|
|
2023
Q2 | $481K | Buy |
6,628
+52
| +0.8% | +$3.78K | 0.4% | 18 |
|
|
2023
Q1 | $481K | Buy |
6,576
+46
| +0.7% | +$3.37K | 0.43% | 18 |
|
|
2022
Q4 | $493K | Buy |
6,530
+50
| +0.8% | +$3.78K | 0.46% | 18 |
|
|
2022
Q3 | $430K | Buy |
+6,480
| New | +$430K | 0.45% | 21 |
|
|
2022
Q2 | – | Sell |
-5,343
| Closed | -$432K | – | 20 |
|
|
2022
Q1 | $432K | Buy |
+5,343
| New | +$432K | 0.39% | 17 |
|