LGT Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $312K | Buy |
|
|||||
|
2025
Q2 | $81.4K | Sell |
|
|||||
|
2025
Q1 | $121K | Sell |
|
|||||
|
2024
Q4 | $161K | Sell |
|
|||||
|
2024
Q3 | $177K | Sell |
|
|||||
|
2024
Q2 | $338K | Sell |
|
|||||
|
2024
Q1 | $378K | Sell |
|
|||||
|
2023
Q4 | $454K | Sell |
|
|||||
|
2023
Q3 | $435K | Sell |
|
|||||
|
2023
Q2 | $574K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $2.65M | Buy |
|