Lakeshore Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.4M | Sell |
393,459
-159,880
| -29% | -$4.24M | 4.19% | 8 |
|
|
2025
Q1 | $15.5M | Sell |
553,339
-26,627
| -5% | -$744K | 6.44% | 6 |
|
|
2024
Q4 | $15.8M | Sell |
579,966
-2,931
| -0.5% | -$80.1K | 6.76% | 6 |
|
|
2024
Q3 | $16.4M | Buy |
582,897
+58,992
| +11% | +$1.66M | 7.24% | 6 |
|
|
2024
Q2 | $13.6M | Sell |
523,905
-52,263
| -9% | -$1.35M | 6.63% | 7 |
|
|
2024
Q1 | $15.5M | Sell |
576,168
-3,936
| -0.7% | -$106K | 7.84% | 7 |
|
|
2023
Q4 | $14.7M | Sell |
580,104
-67,245
| -10% | -$1.71M | 8.18% | 5 |
|
|
2023
Q3 | $15.3M | Buy |
+647,349
| New | +$15.3M | 8.71% | 3 |
|