LVM Capital Management’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
Q2 | $3.74M | Buy |
141,025
+13,419
| +11% | +$356K | 0.39% | 50 |
|
|
2025
Q1 | $3.57M | Buy |
127,606
+4,570
| +4% | +$128K | 0.4% | 51 |
|
|
2024
Q4 | $3.36M | Buy |
123,036
+3,057
| +3% | +$83.5K | 0.36% | 49 |
|
|
2024
Q3 | $3.11M | Hold |
119,979
| – | – | 0.35% | 47 |
|
|
2024
Q2 | $3.11M | Buy |
119,979
+2,310
| +2% | +$59.9K | 0.35% | 47 |
|
|
2024
Q1 | $3.16M | Buy |
117,669
+18,465
| +19% | +$496K | 0.37% | 47 |
|
|
2023
Q4 | $2.52M | Buy |
99,204
+21,855
| +28% | +$555K | 0.32% | 49 |
|
|
2023
Q3 | $1.82M | Buy |
77,349
+7,320
| +10% | +$173K | 0.26% | 52 |
|
|
2023
Q2 | $1.7M | Buy |
70,029
+21,720
| +45% | +$526K | 0.23% | 56 |
|
|
2023
Q1 | $1.18M | Buy |
48,309
+21,045
| +77% | +$513K | 0.16% | 64 |
|
|
2022
Q4 | $687K | Buy |
+27,264
| New | +$687K | 0.1% | 80 |
|