LVW Advisors’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
Q2 | $88.1M | Sell |
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|
2025
Q1 | $98.9M | Sell |
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|
2024
Q4 | $98.3M | Buy |
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|
2024
Q3 | $100M | Buy |
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|
2024
Q2 | $91.5M | Buy |
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|
2024
Q1 | $92.4M | Buy |
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|
2023
Q4 | $79.8M | Buy |
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|
2023
Q3 | $63.8M | Buy |
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|
2023
Q2 | $55.1M | Buy |
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|
2023
Q1 | $42.5M | Buy |
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|
2022
Q4 | $32.6M | Buy |
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|
2022
Q3 | $15.4M | Buy |
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|
2022
Q2 | $14.3M | Buy |
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|
2022
Q1 | $14.8M | Sell |
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|
2021
Q4 | $15.9M | Sell |
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|
2021
Q3 | $14.8M | Sell |
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|
2021
Q2 | $15.3M | Buy |
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|
2021
Q1 | $14.2M | Sell |
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|
2020
Q4 | $12.5M | Buy |
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|
2020
Q3 | $10.4M | Buy |
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|
2020
Q2 | $7.5M | Buy |
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|
2020
Q1 | $6.32M | Buy |
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|
2019
Q4 | $5.51M | Buy |
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|
2019
Q3 | $4.03M | Sell |
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|
2019
Q2 | $4.58M | Buy |
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|
2019
Q1 | $3.12M | Sell |
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|
2018
Q4 | $3.42M | Buy |
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|
2018
Q3 | $2.31M | Buy |
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|
2018
Q2 | $1.56M | Buy |
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|
2018
Q1 | $1.23M | Buy |
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|
2017
Q4 | $1.09M | Sell |
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|
2017
Q3 | $1M | Buy |
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|
2017
Q2 | $848K | Buy |
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|
2017
Q1 | $736K | Buy |
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|
2016
Q4 | $557K | Sell |
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|
2016
Q3 | $548K | Sell |
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|
2016
Q2 | $556K | Buy |
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|
2016
Q1 | $486K | Buy |
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|
2015
Q4 | $463K | Hold |
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|
2015
Q3 | $432K | Sell |
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|
2015
Q2 | $462K | Buy |
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|
2015
Q1 | $469K | Buy |
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|
2014
Q4 | $471K | Buy |
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