YLHM
Yelin Lapidot Holdings Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.67M | Sell |
251,541
-118,000
| -32% | -$3.13M | 1.22% | 22 |
|
|
2025
Q1 | $10.3M | Buy |
369,541
+13,700
| +4% | +$383K | 2% | 14 |
|
|
2024
Q4 | $9.72M | Buy |
355,841
+209,294
| +143% | +$5.72M | 1.69% | 16 |
|
|
2024
Q3 | $12.4M | Buy |
146,547
+36,000
| +33% | +$3.04M | 2.04% | 15 |
|
|
2024
Q2 | $8.6M | Hold |
110,547
| – | – | 1.52% | 19 |
|
|
2024
Q1 | $8.91M | Buy |
110,547
+103,000
| +1,365% | +$8.3M | 1.83% | 17 |
|
|
2023
Q4 | $575K | Hold |
7,547
| – | – | 0.14% | 63 |
|
|
2023
Q3 | $536K | Buy |
+7,547
| New | +$536K | 0.13% | 65 |
|