LGWM
Litman Gregory Wealth Management’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 | $289K | Buy |
10,913
+74
| +0.7% | +$1.96K | 0.02% | 119 |
|
|
2025
Q1 | $303K | Buy |
10,839
+66
| +0.6% | +$1.85K | 0.03% | 117 |
|
|
2024
Q4 | $294K | Buy |
+10,773
| New | +$294K | 0.03% | 108 |
|
|
2022
Q3 | – | Sell |
-14,700
| Closed | -$1.05M | – | 89 |
|
|
2022
Q2 | $1.05M | Sell |
14,700
-4,000
| -21% | -$287K | 0.15% | 47 |
|
|
2022
Q1 | $1.48M | Buy |
18,700
+9,600
| +105% | +$757K | 0.22% | 39 |
|
|
2021
Q4 | $736K | Buy |
9,100
+5,550
| +156% | +$449K | 0.13% | 50 |
|
|
2021
Q3 | $264K | Buy |
+3,550
| New | +$264K | 0.05% | 63 |
|
|
2021
Q2 | – | Sell |
-1,910
| Closed | -$139K | – | 167 |
|
|
2021
Q1 | $139K | Buy |
1,910
+1,460
| +324% | +$106K | 0.03% | 66 |
|
|
2020
Q4 | $29K | Buy |
+450
| New | +$29K | 0.01% | 116 |
|