Walled Lake Planning & 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
Q2 | $11.1M | Buy |
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|
2025
Q1 | $11.6M | Sell |
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|
2024
Q4 | $11.4M | Buy |
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|
2024
Q3 | $11.5M | Buy |
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|
2024
Q2 | $10.4M | Sell |
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|
2024
Q1 | $11.2M | Sell |
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|
2023
Q4 | $10.6M | Buy |
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|
2023
Q3 | $9.79M | Sell |
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|
2023
Q2 | $14.8M | Buy |
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|
2023
Q1 | $14.7M | Buy |
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|
2022
Q4 | $10.6M | Sell |
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|
2022
Q3 | $9.37M | Buy |
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|
2022
Q2 | $9.85M | Buy |
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|
2022
Q1 | $10.7M | Buy |
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|
2021
Q4 | $3.2M | Buy |
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|
2021
Q3 | $2.85M | Buy |
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|
2021
Q2 | $2.75M | Buy |
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|
2021
Q1 | $2.6M | Buy |
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|
2020
Q4 | $2.23M | Buy |
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|
2020
Q3 | $1.88M | Buy |
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|
2020
Q2 | $1.57M | Buy |
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|
2020
Q1 | $1.35M | Buy |
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