Laidlaw Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-8,748
| Closed | -$247K | – | 187 |
|
|
2024
Q3 | $247K | Buy |
8,748
+735
| +9% | +$20.7K | 0.12% | 152 |
|
|
2024
Q2 | $208K | Buy |
+8,013
| New | +$208K | 0.11% | 158 |
|
|
2023
Q3 | – | Sell |
-89,577
| Closed | -$2.17M | – | 349 |
|
|
2023
Q2 | $2.17M | Buy |
89,577
+9,033
| +11% | +$219K | 0.42% | 60 |
|
|
2023
Q1 | $1.96M | Sell |
80,544
-1,467
| -2% | -$35.8K | 0.4% | 65 |
|
|
2022
Q4 | $2.07M | Sell |
82,011
-291
| -0.4% | -$7.33K | 0.44% | 62 |
|
|
2022
Q3 | $1.82M | Hold |
82,302
| – | – | 0.43% | 68 |
|
|
2022
Q2 | $1.97M | Buy |
82,302
+1,935
| +2% | +$46.2K | 0.4% | 73 |
|
|
2022
Q1 | $2.11M | Sell |
80,367
-8,592
| -10% | -$226K | 0.35% | 74 |
|
|
2021
Q4 | $2.4M | Buy |
+88,959
| New | +$2.4M | 0.38% | 66 |
|
|
2021
Q1 | – | Sell |
-77,022
| Closed | -$1.65M | – | 335 |
|
|
2020
Q4 | $1.65M | Buy |
+77,022
| New | +$1.65M | 0.35% | 78 |
|