LWM
Ledge Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $5.94M | Sell |
77,982
-849
| -1% | -$64.6K | 2.31% | 11 |
|
|
2023
Q3 | $5.58M | Buy |
78,831
+2,938
| +4% | +$208K | 2.5% | 10 |
|
|
2023
Q2 | $5.51M | Sell |
75,893
-5,492
| -7% | -$399K | 2.63% | 11 |
|
|
2023
Q1 | $5.95M | Sell |
81,385
-4,133
| -5% | -$302K | 2.82% | 10 |
|
|
2022
Q4 | $6.46M | Buy |
85,518
+16,366
| +24% | +$1.24M | 2.95% | 10 |
|
|
2022
Q3 | $4.59M | Sell |
69,152
-11,678
| -14% | -$776K | 2.81% | 11 |
|
|
2022
Q2 | $5.79M | Buy |
80,830
+12,828
| +19% | +$919K | 3.56% | 9 |
|
|
2022
Q1 | $5.37M | Buy |
+68,002
| New | +$5.37M | 3.34% | 9 |
|