LWP
Laurel Wealth Planning’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-16,563
| Closed | -$1.34M | – | 54 |
|
|
2024
Q1 | $1.34M | Sell |
16,563
-491
| -3% | -$39.6K | 0.89% | 30 |
|
|
2023
Q4 | $1.3M | Sell |
17,054
-174
| -1% | -$13.2K | 0.92% | 29 |
|
|
2023
Q3 | $1.22M | Sell |
17,228
-1,391
| -7% | -$98.4K | 0.95% | 28 |
|
|
2023
Q2 | $1.35M | Sell |
18,619
-80,594
| -81% | -$5.85M | 0.97% | 30 |
|
|
2023
Q1 | $7.26M | Sell |
99,213
-8,843
| -8% | -$647K | 4.81% | 4 |
|
|
2022
Q4 | $8.16M | Sell |
108,056
-612
| -0.6% | -$46.2K | 5.26% | 3 |
|
|
2022
Q3 | $7.22M | Sell |
108,668
-996
| -0.9% | -$66.2K | 5.31% | 3 |
|
|
2022
Q2 | $7.86M | Buy |
109,664
+34,073
| +45% | +$2.44M | 5.53% | 3 |
|
|
2022
Q1 | $5.96M | Buy |
75,591
+28,205
| +60% | +$2.22M | 4.02% | 6 |
|
|
2021
Q4 | $3.83M | Buy |
47,386
+39,664
| +514% | +$3.21M | 2.9% | 12 |
|
|
2021
Q3 | $573K | Buy |
7,722
+6,990
| +955% | +$519K | 0.46% | 42 |
|
|
2021
Q2 | $55K | Buy |
+732
| New | +$55K | 0.05% | 66 |
|