LWA
Lowe Wealth Advisors’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 | $8.64K | Hold |
326
| – | – | ﹤0.01% | 260 |
|
|
2025
Q1 | $9.12K | Buy |
326
+101
| +45% | +$2.82K | ﹤0.01% | 256 |
|
|
2024
Q4 | $6.15K | Buy |
225
+150
| +200% | +$4.1K | ﹤0.01% | 257 |
|
|
2024
Q3 | $6.34K | Hold |
75
| – | – | ﹤0.01% | 245 |
|
|
2024
Q2 | $5.83K | Hold |
75
| – | – | ﹤0.01% | 246 |
|
|
2024
Q1 | $6.05K | Hold |
75
| – | – | ﹤0.01% | 241 |
|
|
2023
Q4 | $5.71K | Buy |
+75
| New | +$5.71K | ﹤0.01% | 241 |
|