WESPAC Advisors’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 | $223K | Buy |
8,421
+80
| +1% | +$2.12K | 0.16% | 157 |
|
|
2025
Q1 | $233K | Buy |
8,341
+708
| +9% | +$19.8K | 0.19% | 142 |
|
|
2024
Q4 | $209K | Buy |
7,633
+64
| +0.8% | +$1.75K | 0.15% | 154 |
|
|
2024
Q3 | $213K | Buy |
+7,569
| New | +$213K | 0.16% | 146 |
|
|
2023
Q1 | – | Sell |
-9,534
| Closed | -$240K | – | 125 |
|
|
2022
Q4 | $240K | Buy |
9,534
+6
| +0.1% | +$151 | 0.42% | 56 |
|
|
2022
Q3 | $211K | Buy |
+9,528
| New | +$211K | 0.28% | 75 |
|