West Bancorporation’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 | $1.42M | Hold |
53,554
| – | – | 0.9% | 21 |
|
|
2025
Q1 | $1.5M | Sell |
53,554
-5,684
| -10% | -$159K | 1.02% | 21 |
|
|
2024
Q4 | $1.62M | Sell |
59,238
-1,221
| -2% | -$33.4K | 1.06% | 21 |
|
|
2024
Q3 | $1.7M | Sell |
60,459
-2,325
| -4% | -$65.5K | 1.14% | 21 |
|
|
2024
Q2 | $1.63M | Sell |
62,784
-5,853
| -9% | -$152K | 1.2% | 21 |
|
|
2024
Q1 | $1.84M | Sell |
68,637
-5,937
| -8% | -$160K | 1.21% | 20 |
|
|
2023
Q4 | $1.89M | Sell |
74,574
-17,328
| -19% | -$440K | 1.22% | 20 |
|
|
2023
Q3 | $2.17M | Sell |
91,902
-2,673
| -3% | -$63K | 1.53% | 18 |
|
|
2023
Q2 | $2.29M | Sell |
94,575
-1,212
| -1% | -$29.3K | 1.54% | 18 |
|
|
2023
Q1 | $2.34M | Buy |
95,787
+17,868
| +23% | +$436K | 1.78% | 18 |
|
|
2022
Q4 | $1.96M | Buy |
77,919
+51,789
| +198% | +$1.3M | 1.46% | 20 |
|
|
2022
Q3 | $579K | Buy |
26,130
+25,734
| +6,498% | +$570K | 0.43% | 43 |
|
|
2022
Q2 | $9K | Hold |
396
| – | – | 0.01% | 239 |
|
|
2022
Q1 | $10K | Hold |
396
| – | – | 0.01% | 265 |
|
|
2021
Q4 | $11K | Buy |
+396
| New | +$11K | 0.01% | 251 |
|
|
2020
Q3 | $14K | Sell |
738
-30
| -4% | -$569 | 0.02% | 206 |
|
|
2020
Q2 | $13K | Hold |
768
| – | – | 0.02% | 210 |
|
|
2020
Q1 | $12K | Hold |
768
| – | – | 0.02% | 196 |
|
|
2019
Q4 | $15K | Buy |
+768
| New | +$15K | 0.02% | 207 |
|