LWM
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LBA Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

LBA Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-942
Closed -$12K – 367
2015
Q2 		$12K Buy
942
+390
+71% +$4.97K 0.01% 232
2015
Q1 		$7K Buy
+552
New +$7K ﹤0.01% 256