LA
LPF 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
Q1 | $3.27M | Sell |
116,933
-13,213
| -10% | -$369K | 2.68% | 9 |
|
|
2024
Q4 | $3.56M | Buy |
130,146
+88,558
| +213% | +$2.42M | 2.97% | 9 |
|
|
2024
Q3 | $3.52M | Buy |
41,588
+664
| +2% | +$56.1K | 3.01% | 9 |
|
|
2024
Q2 | $3.18M | Buy |
40,924
+230
| +0.6% | +$17.9K | 2.93% | 9 |
|
|
2024
Q1 | $3.28M | Buy |
40,694
+3,895
| +11% | +$314K | 3.29% | 9 |
|
|
2023
Q4 | $2.8M | Buy |
+36,799
| New | +$2.8M | 2.98% | 9 |
|