LFR
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Lehman Financial Resources’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2018
Q3
$1.31M Sell
24,703
-697
-3% -$36.9K 0.61% 30
2018
Q2
$1.25M Buy
25,400
+2,406
+10% +$119K 0.63% 30
2018
Q1
$1.13M Buy
+22,994
New +$1.13M 0.58% 32