White Lighthouse Investment 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 | $3.36M | Sell |
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|
2025
Q2 | $3.38M | Sell |
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|
2025
Q1 | $3.6M | Sell |
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|
2024
Q4 | $3.56M | Buy |
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|
2024
Q3 | $3.61M | Buy |
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|
2024
Q2 | $3.28M | Sell |
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|
2024
Q1 | $3.42M | Sell |
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|
2023
Q4 | $3.25M | Sell |
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|
2023
Q3 | $3.08M | Buy |
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|
2023
Q2 | $3.09M | Sell |
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|
2023
Q1 | $3.13M | Sell |
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|
2022
Q4 | $3.26M | Buy |
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|
2022
Q3 | $2.87M | Buy |
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|
2022
Q2 | $2.99M | Sell |
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|
2022
Q1 | $3.34M | Sell |
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|
2021
Q4 | $3.45M | Buy |
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|
2021
Q3 | $2.91M | Buy |
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|
2021
Q2 | $2.94M | Buy |
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|
2021
Q1 | $2.69M | Buy |
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|
2020
Q4 | $2.25M | Buy |
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|
2020
Q3 | $1.51M | Buy |
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|
2020
Q2 | $458K | Buy |
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