Andrews Lucia Wealth Management’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 | $501K | Buy |
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|
2025
Q2 | $482K | Buy |
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|
2025
Q1 | $488K | Buy |
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|
2024
Q4 | $498K | Sell |
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|
2024
Q3 | $450K | Hold |
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|
2024
Q2 | $466K | Hold |
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|
2024
Q1 | $466K | Sell |
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|
2023
Q4 | $513K | Buy |
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|
2023
Q3 | $473K | Buy |
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|
2023
Q2 | $481K | Buy |
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|
2023
Q1 | $481K | Buy |
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|
2022
Q4 | $493K | Buy |
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|
2022
Q3 | $430K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $432K | Buy |
|