WPC
Wedmont Private Capital’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 | $2.51M | Sell |
92,013
-4,839
| -5% | -$132K | 0.11% | 115 |
|
|
2025
Q1 | $2.45M | Buy |
96,852
+5,887
| +6% | +$149K | 0.13% | 91 |
|
|
2024
Q4 | $2.46M | Buy |
90,965
+67,556
| +289% | +$1.82M | 0.13% | 96 |
|
|
2024
Q3 | $1.97M | Buy |
23,409
+1,116
| +5% | +$94.1K | 0.11% | 102 |
|
|
2024
Q2 | $1.78M | Buy |
22,293
+3,842
| +21% | +$306K | 0.11% | 106 |
|
|
2024
Q1 | $1.47M | Sell |
18,451
-446
| -2% | -$35.5K | 0.11% | 121 |
|
|
2023
Q4 | $1.45M | Buy |
18,897
+841
| +5% | +$64.6K | 0.12% | 110 |
|
|
2023
Q3 | $1.27M | Buy |
18,056
+453
| +3% | +$31.9K | 0.13% | 101 |
|
|
2023
Q2 | $1.29M | Buy |
17,603
+2,174
| +14% | +$160K | 0.14% | 97 |
|
|
2023
Q1 | $1.13M | Sell |
15,429
-8,515
| -36% | -$624K | 0.15% | 93 |
|
|
2022
Q4 | $1.86M | Buy |
23,944
+11,846
| +98% | +$920K | 0.28% | 61 |
|
|
2022
Q3 | $804K | Buy |
12,098
+2
| +0% | +$133 | 0.16% | 102 |
|
|
2022
Q2 | $866K | Buy |
12,096
+3,059
| +34% | +$219K | 0.19% | 82 |
|
|
2022
Q1 | $717K | Buy |
9,037
+4,592
| +103% | +$364K | 0.16% | 107 |
|
|
2021
Q4 | $364K | Buy |
+4,445
| New | +$364K | 0.11% | 146 |
|