LWM
Lodestone 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 | $292K | Buy |
11,018
+1,664
| +18% | +$44.1K | 0.14% | 134 |
|
|
2025
Q1 | $262K | Buy |
9,354
+1,419
| +18% | +$39.7K | 0.14% | 132 |
|
|
2024
Q4 | $217K | Buy |
7,935
+5,275
| +198% | +$144K | 0.11% | 145 |
|
|
2024
Q3 | $225K | Sell |
2,660
-785
| -23% | -$66.4K | 0.11% | 140 |
|
|
2024
Q2 | $268K | Sell |
3,445
-1,932
| -36% | -$150K | 0.14% | 129 |
|
|
2024
Q1 | $434K | Buy |
5,377
+141
| +3% | +$11.4K | 0.23% | 103 |
|
|
2023
Q4 | $399K | Sell |
5,236
-630
| -11% | -$48K | 0.23% | 102 |
|
|
2023
Q3 | $415K | Buy |
5,866
+52
| +0.9% | +$3.68K | 0.29% | 81 |
|
|
2023
Q2 | $422K | Buy |
5,814
+48
| +0.8% | +$3.49K | 0.29% | 83 |
|
|
2023
Q1 | $422K | Buy |
5,766
+1,823
| +46% | +$133K | 0.33% | 78 |
|
|
2022
Q4 | $298K | Buy |
+3,943
| New | +$298K | 0.24% | 96 |
|