LSIA
LaSalle St. Investment Advisors’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 | $341K | Sell |
12,867
-141,752
| -92% | -$3.76M | 0.09% | 202 |
|
|
2025
Q1 | $4.32M | Buy |
154,619
+143,191
| +1,253% | +$4M | 1.02% | 17 |
|
|
2024
Q4 | $312K | Buy |
11,428
+7,751
| +211% | +$212K | 0.1% | 190 |
|
|
2024
Q3 | $310K | Buy |
3,677
+475
| +15% | +$40K | 0.12% | 138 |
|
|
2024
Q2 | $249K | Sell |
3,202
-1,070
| -25% | -$83.2K | 0.12% | 133 |
|
|
2024
Q1 | $344K | Sell |
4,272
-852
| -17% | -$68.6K | 0.19% | 86 |
|
|
2023
Q4 | $3.9M | Sell |
5,124
-37,769
| -88% | -$28.8M | 0.26% | 65 |
|
|
2023
Q3 | $3.04M | Sell |
42,893
-14,550
| -25% | -$1.03M | 1.48% | 10 |
|
|
2023
Q2 | $4.17M | Buy |
57,443
+14,810
| +35% | +$1.08M | 1.85% | 9 |
|
|
2023
Q1 | $3.12M | Buy |
42,633
+3,441
| +9% | +$252K | 1.38% | 14 |
|
|
2022
Q4 | $2.96M | Buy |
+39,192
| New | +$2.96M | 1.4% | 15 |
|