LB
Legacy Bridge’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.95K | Hold |
300
| – | – | ﹤0.01% | 258 |
|
|
2025
Q1 | $8.39K | Hold |
300
| – | – | ﹤0.01% | 246 |
|
|
2024
Q4 | $8.2K | Buy |
300
+200
| +200% | +$5.46K | ﹤0.01% | 265 |
|
|
2024
Q3 | $8.45K | Hold |
100
| – | – | ﹤0.01% | 261 |
|
|
2024
Q2 | $7.78K | Sell |
100
-39
| -28% | -$3.03K | ﹤0.01% | 257 |
|
|
2024
Q1 | $11.2K | Hold |
139
| – | – | 0.01% | 266 |
|
|
2023
Q4 | $10.6K | Hold |
139
| – | – | 0.01% | 253 |
|
|
2023
Q3 | $9.84K | Hold |
139
| – | – | 0.01% | 253 |
|
|
2023
Q2 | $10.1K | Hold |
139
| – | – | 0.01% | 254 |
|
|
2023
Q1 | $10.2K | Hold |
139
| – | – | 0.01% | 258 |
|
|
2022
Q4 | $10.5K | Hold |
139
| – | – | 0.01% | 258 |
|
|
2022
Q3 | $9K | Hold |
139
| – | – | 0.01% | 248 |
|
|
2022
Q2 | $10K | Hold |
139
| – | – | 0.01% | 250 |
|
|
2022
Q1 | $11K | Hold |
139
| – | – | 0.01% | 263 |
|
|
2021
Q4 | $11K | Buy |
139
+39
| +39% | +$3.09K | 0.01% | 270 |
|
|
2021
Q3 | $7K | Hold |
100
| – | – | ﹤0.01% | 274 |
|
|
2021
Q2 | $8K | Hold |
100
| – | – | ﹤0.01% | 271 |
|
|
2021
Q1 | $7K | Hold |
100
| – | – | ﹤0.01% | 274 |
|
|
2020
Q4 | $6K | Hold |
100
| – | – | ﹤0.01% | 275 |
|
|
2020
Q3 | $6K | Hold |
100
| – | – | 0.01% | 270 |
|
|
2020
Q2 | $5K | Hold |
100
| – | – | 0.01% | 274 |
|
|
2020
Q1 | $4K | Buy |
+100
| New | +$4K | 0.01% | 273 |
|