Live Oak Investment Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | -$156K | – | 241 |
|
|
2024
Q4 | – | Hold |
0
| – | -$161K | – | 87 |
|
|
2024
Q3 | – | Hold |
0
| – | -$148K | – | 84 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 88 |
|
|
2023
Q4 | – | Hold |
0
| – | -$184K | – | 86 |
|
|
2023
Q3 | – | Hold |
0
| – | -$189K | – | 90 |
|
|
2023
Q2 | – | Hold |
0
| – | -$190K | – | 90 |
|
|
2023
Q1 | – | Hold |
0
| – | -$196K | – | 91 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 89 |
|