Lyell Wealth 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 | $637K | Buy |
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|
2025
Q2 | $614K | Sell |
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|
2025
Q1 | $682K | Sell |
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|
2024
Q4 | $711K | Sell |
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|
2024
Q3 | $804K | Sell |
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|
2024
Q2 | $773K | Sell |
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|
2024
Q1 | $874K | Buy |
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|
2023
Q4 | $574K | Buy |
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|
2023
Q3 | $428K | Sell |
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|
2023
Q2 | $494K | Buy |
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|
2023
Q1 | $495K | Buy |
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|
2022
Q4 | $485K | Buy |
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|
2022
Q3 | $426K | Buy |
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|
2022
Q2 | $394K | Buy |
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|
2022
Q1 | $431K | Sell |
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|
2021
Q4 | $510K | Buy |
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