Lazari Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,542
| Closed | -$211K | – | 160 |
|
|
2025
Q1 | $211K | Buy |
7,542
+42
| +0.6% | +$1.17K | 0.09% | 136 |
|
|
2024
Q4 | $205K | Hold |
7,500
| – | – | 0.08% | 138 |
|
|
2024
Q3 | $211K | Buy |
+7,500
| New | +$211K | 0.09% | 142 |
|
|
2024
Q2 | – | Sell |
-7,800
| Closed | -$210K | – | 151 |
|
|
2024
Q1 | $210K | Buy |
+7,800
| New | +$210K | 0.11% | 105 |
|