LWM
LongView 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 | $21.7M | Buy |
819,827
+4,286
| +0.5% | +$114K | 6.58% | 1 |
|
|
2025
Q1 | $22.8M | Buy |
815,541
+48,108
| +6% | +$1.35M | 6.84% | 1 |
|
|
2024
Q4 | $21M | Buy |
767,433
+548,146
| +250% | +$15M | 6.39% | 1 |
|
|
2024
Q3 | $18.5M | Buy |
219,287
+13,959
| +7% | +$1.18M | 5.92% | 1 |
|
|
2024
Q2 | $16M | Buy |
205,328
+21,796
| +12% | +$1.69M | 5.9% | 1 |
|
|
2024
Q1 | $14.8M | Buy |
183,532
+8,025
| +5% | +$647K | 5.87% | 1 |
|
|
2023
Q4 | $13.4M | Buy |
+175,507
| New | +$13.4M | 5.99% | 2 |
|