Lodestone 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 | $306K | Buy |
|
|||||
|
2025
Q2 | $292K | Buy |
|
|||||
|
2025
Q1 | $262K | Buy |
|
|||||
|
2024
Q4 | $217K | Sell |
|
|||||
|
2024
Q3 | $225K | Sell |
|
|||||
|
2024
Q2 | $268K | Sell |
|
|||||
|
2024
Q1 | $434K | Buy |
|
|||||
|
2023
Q4 | $399K | Sell |
|
|||||
|
2023
Q3 | $415K | Buy |
|
|||||
|
2023
Q2 | $422K | Buy |
|
|||||
|
2023
Q1 | $422K | Buy |
|
|||||
|
2022
Q4 | $298K | Buy |
|