WFA
West Financial Advisors’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 | $150K | Sell |
5,651
-993
| -15% | -$26.3K | 0.03% | 68 |
|
|
2025
Q1 | $186K | Hold |
6,644
| – | – | 0.04% | 62 |
|
|
2024
Q4 | $182K | Buy |
6,644
+3,291
| +98% | +$89.9K | 0.04% | 61 |
|
|
2024
Q3 | $283K | Hold |
3,353
| – | – | 0.05% | 48 |
|
|
2024
Q2 | $261K | Buy |
3,353
+31
| +0.9% | +$2.41K | 0.05% | 50 |
|
|
2024
Q1 | $268K | Hold |
3,322
| – | – | 0.06% | 50 |
|
|
2023
Q4 | $253K | Sell |
3,322
-1,440
| -30% | -$110K | 0.06% | 50 |
|
|
2023
Q3 | $337K | Hold |
4,762
| – | – | 0.08% | 46 |
|
|
2023
Q2 | $346K | Hold |
4,762
| – | – | 0.09% | 43 |
|
|
2023
Q1 | $348K | Buy |
4,762
+690
| +17% | +$50.5K | 0.09% | 42 |
|
|
2022
Q4 | $308K | Sell |
4,072
-583
| -13% | -$44K | 0.09% | 42 |
|
|
2022
Q3 | $309K | Sell |
4,655
-135
| -3% | -$8.96K | 0.09% | 44 |
|
|
2022
Q2 | $343K | Sell |
4,790
-47
| -1% | -$3.37K | 0.1% | 41 |
|
|
2022
Q1 | $382K | Hold |
4,837
| – | – | 0.1% | 41 |
|
|
2021
Q4 | $391K | Sell |
4,837
-12
| -0.2% | -$970 | 0.1% | 41 |
|
|
2021
Q3 | $360K | Sell |
4,849
-8
| -0.2% | -$594 | 0.11% | 41 |
|
|
2021
Q2 | $367K | Hold |
4,857
| – | – | 0.11% | 36 |
|
|
2021
Q1 | $354K | Sell |
4,857
-492
| -9% | -$35.9K | 0.12% | 38 |
|
|
2020
Q4 | $343K | Buy |
+5,349
| New | +$343K | 0.12% | 38 |
|