WESPAC Advisors SoCal’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 | $248K | Hold |
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|
2025
Q2 | $240K | Hold |
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|
2025
Q1 | $254K | Hold |
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|
2024
Q4 | $248K | Sell |
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $246K | Buy |
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|
2024
Q1 | $233K | Buy |
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|
2023
Q4 | $201K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $319K | Hold |
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|
2022
Q1 | $351K | Hold |
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|
2021
Q4 | $352K | Hold |
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|
2021
Q3 | $335K | Hold |
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|
2021
Q2 | $337K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $4K | Buy |
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