LFA
Legacy Financial Advisors’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 | $378K | Sell |
14,269
-67
| -0.5% | -$1.78K | 0.06% | 239 |
|
|
2025
Q1 | $401K | Sell |
14,336
-922
| -6% | -$25.8K | 0.07% | 234 |
|
|
2024
Q4 | $417K | Buy |
15,258
+10,172
| +200% | +$278K | 0.07% | 221 |
|
|
2024
Q3 | $430K | Hold |
5,086
| – | – | 0.07% | 217 |
|
|
2024
Q2 | $395K | Sell |
5,086
-326
| -6% | -$25.4K | 0.07% | 211 |
|
|
2024
Q1 | $436K | Sell |
5,412
-154
| -3% | -$12.4K | 0.08% | 193 |
|
|
2023
Q4 | $424K | Sell |
5,566
-2,869
| -34% | -$218K | 0.08% | 181 |
|
|
2023
Q3 | $597K | Sell |
8,435
-4,916
| -37% | -$348K | 0.12% | 110 |
|
|
2023
Q2 | $970K | Sell |
13,351
-3,769
| -22% | -$274K | 0.18% | 71 |
|
|
2023
Q1 | $1.25M | Buy |
17,120
+113
| +0.7% | +$8.27K | 0.26% | 47 |
|
|
2022
Q4 | $1.28M | Sell |
17,007
-13,432
| -44% | -$1.01M | 0.28% | 42 |
|
|
2022
Q3 | $2.02M | Buy |
+30,439
| New | +$2.02M | 0.48% | 27 |
|
|
2019
Q1 | – | Sell |
-157
| Closed | -$7K | – | 1145 |
|
|
2018
Q4 | $7K | Hold |
157
| – | – | ﹤0.01% | 659 |
|
|
2018
Q3 | $8K | Hold |
157
| – | – | ﹤0.01% | 589 |
|
|
2018
Q2 | $8K | Hold |
157
| – | – | ﹤0.01% | 597 |
|
|
2018
Q1 | $7K | Hold |
157
| – | – | ﹤0.01% | 581 |
|
|
2017
Q4 | $8K | Buy |
+157
| New | +$8K | ﹤0.01% | 544 |
|