West Branch Capital’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 | $17.6K | Hold |
663
| – | – | 0.01% | 219 |
|
|
2025
Q1 | $18.6K | Buy |
663
+4
| +0.6% | +$112 | 0.01% | 232 |
|
|
2024
Q4 | $18K | Buy |
659
+5
| +0.8% | +$137 | 0.01% | 228 |
|
|
2024
Q3 | $18.5K | Buy |
654
+42
| +7% | +$1.19K | 0.01% | 230 |
|
|
2024
Q2 | $15.9K | Hold |
612
| – | – | 0.01% | 239 |
|
|
2024
Q1 | $16.4K | Sell |
612
-138
| -18% | -$3.71K | 0.01% | 239 |
|
|
2023
Q4 | $19.1K | Buy |
750
+291
| +63% | +$7.4K | 0.01% | 225 |
|
|
2023
Q3 | $10.9K | Buy |
459
+105
| +30% | +$2.48K | 0.01% | 273 |
|
|
2023
Q2 | $8.59K | Buy |
354
+84
| +31% | +$2.04K | ﹤0.01% | 296 |
|
|
2023
Q1 | $6.6K | Buy |
270
+42
| +18% | +$1.03K | ﹤0.01% | 325 |
|
|
2022
Q4 | $5.71K | Buy |
228
+42
| +23% | +$1.05K | ﹤0.01% | 328 |
|
|
2022
Q3 | $4K | Buy |
186
+66
| +55% | +$1.42K | ﹤0.01% | 372 |
|
|
2022
Q2 | $3K | Buy |
120
+69
| +135% | +$1.73K | ﹤0.01% | 373 |
|
|
2022
Q1 | $1K | Buy |
+51
| New | +$1K | ﹤0.01% | 410 |
|