Oliver Lagore Vanvalin Investment Group’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 | $17 | Buy |
+1
| New | +$17 | ﹤0.01% | 649 |
|
|
2024
Q4 | $14.4K | Sell |
526
-2
| -0.4% | -$55 | ﹤0.01% | 396 |
|
|
2024
Q3 | $14.8K | Sell |
528
-150
| -22% | -$4.22K | ﹤0.01% | 382 |
|
|
2024
Q2 | $17.5K | Sell |
678
-258
| -28% | -$6.68K | 0.01% | 351 |
|
|
2024
Q1 | $25.1K | Buy |
936
+906
| +3,020% | +$24.3K | 0.01% | 310 |
|
|
2023
Q4 | $761 | Hold |
30
| – | – | ﹤0.01% | 667 |
|
|
2023
Q3 | $708 | Buy |
+30
| New | +$708 | ﹤0.01% | 744 |
|