Litman Gregory Wealth Management’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 | $281K | Sell |
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|
2025
Q2 | $289K | Buy |
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|
2025
Q1 | $303K | Buy |
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|
2024
Q4 | $294K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.05M | Sell |
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|
2022
Q1 | $1.48M | Buy |
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|
2021
Q4 | $736K | Buy |
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|
2021
Q3 | $264K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $139K | Buy |
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|
2020
Q4 | $29K | Buy |
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