Lebenthal Global Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
2024
Q1
$2.55M Sell
2023
Q4
$6.72M Sell
2023
Q3
$6.28M Sell
2023
Q2
$15.3M Buy
2023
Q1
$6.15M Sell
2022
Q4
$6.42M Buy
2022
Q3
$3.4M Sell
2022
Q2
$3.78M Buy
2022
Q1
$4.04M Buy
2021
Q4
$4.05M Buy
2021
Q3
$3.51M Sell
2021
Q2
$5.02M Sell
2021
Q1
$6.77M Buy
2020
Q4
$5.74M Buy