LRI Investments’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,391
| Closed | -$65.3K | – | 1245 |
|
|
2024
Q4 | $65.3K | Sell |
2,391
-5,796
| -71% | -$158K | 0.01% | 490 |
|
|
2024
Q3 | $78.8K | Buy |
8,187
+6,042
| +282% | +$58.2K | 0.01% | 451 |
|
|
2024
Q2 | $55.6K | Sell |
2,145
-1,950
| -48% | -$50.6K | 0.01% | 467 |
|
|
2024
Q1 | $110K | Buy |
+4,095
| New | +$110K | 0.03% | 190 |
|