LAM
LifePro Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $310K | Buy |
+3,668
| New | +$310K | 0.19% | 108 |
|
|
2024
Q1 | – | Sell |
-4,137
| Closed | -$315K | – | 137 |
|
|
2023
Q4 | $315K | Sell |
4,137
-375
| -8% | -$28.5K | 0.24% | 82 |
|
|
2023
Q3 | $319K | Sell |
4,512
-765
| -14% | -$54.1K | 0.26% | 75 |
|
|
2023
Q2 | $383K | Sell |
5,277
-8,862
| -63% | -$644K | 0.3% | 70 |
|
|
2023
Q1 | $1.07M | Hold |
14,139
| – | – | 0.78% | 31 |
|
|
2022
Q4 | $1.07M | Buy |
14,139
+3,732
| +36% | +$282K | 0.78% | 31 |
|
|
2022
Q3 | $691K | Sell |
10,407
-1,758
| -14% | -$117K | 0.4% | 26 |
|
|
2022
Q2 | $871K | Buy |
12,165
+315
| +3% | +$22.6K | 0.45% | 43 |
|
|
2022
Q1 | $935K | Buy |
11,850
+1,573
| +15% | +$124K | 0.34% | 44 |
|
|
2021
Q4 | $831K | Buy |
10,277
+431
| +4% | +$34.9K | 0.25% | 44 |
|
|
2021
Q3 | $731K | Buy |
+9,846
| New | +$731K | 0.22% | 42 |
|