LVM Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.9M | Buy |
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|
2025
Q2 | $3.74M | Buy |
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|
2025
Q1 | $3.57M | Buy |
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|
2024
Q4 | $3.36M | Buy |
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|
2024
Q3 | $3.11M | Hold |
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|
2024
Q2 | $3.11M | Buy |
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|
2024
Q1 | $3.16M | Buy |
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|
2023
Q4 | $2.52M | Buy |
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|
2023
Q3 | $1.82M | Buy |
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|
2023
Q2 | $1.7M | Buy |
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|
2023
Q1 | $1.18M | Buy |
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|
2022
Q4 | $687K | Buy |
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