White Lighthouse Investment Management’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 | $3.38M | Sell |
127,448
-1,267
| -1% | -$33.6K | 0.55% | 35 |
|
|
2025
Q1 | $3.6M | Sell |
128,715
-1,552
| -1% | -$43.4K | 0.64% | 33 |
|
|
2024
Q4 | $3.56M | Buy |
130,267
+2,149
| +2% | +$58.7K | 0.63% | 33 |
|
|
2024
Q3 | $3.61M | Buy |
128,118
+1,482
| +1% | +$41.8K | 0.65% | 32 |
|
|
2024
Q2 | $3.28M | Sell |
126,636
-573
| -0.5% | -$14.9K | 0.63% | 33 |
|
|
2024
Q1 | $3.42M | Sell |
127,209
-693
| -0.5% | -$18.6K | 0.69% | 31 |
|
|
2023
Q4 | $3.25M | Sell |
127,902
-2,613
| -2% | -$66.3K | 0.71% | 29 |
|
|
2023
Q3 | $3.08M | Buy |
130,515
+2,988
| +2% | +$70.5K | 0.75% | 27 |
|
|
2023
Q2 | $3.09M | Sell |
127,527
-645
| -0.5% | -$15.6K | 0.74% | 27 |
|
|
2023
Q1 | $3.13M | Sell |
128,172
-1,425
| -1% | -$34.8K | 0.79% | 27 |
|
|
2022
Q4 | $3.26M | Buy |
129,597
+57
| +0% | +$1.44K | 0.89% | 27 |
|
|
2022
Q3 | $2.87M | Buy |
129,540
+4,284
| +3% | +$94.8K | 0.84% | 27 |
|
|
2022
Q2 | $2.99M | Sell |
125,256
-1,638
| -1% | -$39.1K | 0.86% | 28 |
|
|
2022
Q1 | $3.34M | Sell |
126,894
-1,107
| -0.9% | -$29.1K | 0.85% | 27 |
|
|
2021
Q4 | $3.45M | Buy |
128,001
+10,272
| +9% | +$277K | 0.86% | 28 |
|
|
2021
Q3 | $2.91M | Buy |
117,729
+1,155
| +1% | +$28.6K | 0.78% | 30 |
|
|
2021
Q2 | $2.94M | Buy |
116,574
+6,039
| +5% | +$152K | 0.81% | 31 |
|
|
2021
Q1 | $2.69M | Buy |
110,535
+5,334
| +5% | +$130K | 0.82% | 29 |
|
|
2020
Q4 | $2.25M | Buy |
105,201
+23,484
| +29% | +$502K | 0.72% | 33 |
|
|
2020
Q3 | $1.51M | Buy |
81,717
+55,191
| +208% | +$1.02M | 0.52% | 43 |
|
|
2020
Q2 | $458K | Buy |
+26,526
| New | +$458K | 0.17% | 81 |
|