LWMI

Legacy Wealth Management (Idaho)’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	$971	Buy	37 +6	+19%	+$157	﹤0.01%	591
2025 Q1	$875	Buy	31 +7	+29%	+$198	﹤0.01%	647
2024 Q4	$662	Sell	24 -375	-94%	-$10.3K	﹤0.01%	626
2024 Q3	$11.6K	Buy	+399	New	+$11.6K	0.01%	286