West Financial Advisors’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 | $154K | Hold |
|
|||||
|
2025
Q2 | $150K | Sell |
|
|||||
|
2025
Q1 | $186K | Hold |
|
|||||
|
2024
Q4 | $182K | Sell |
|
|||||
|
2024
Q3 | $283K | Hold |
|
|||||
|
2024
Q2 | $261K | Buy |
|
|||||
|
2024
Q1 | $268K | Hold |
|
|||||
|
2023
Q4 | $253K | Sell |
|
|||||
|
2023
Q3 | $337K | Hold |
|
|||||
|
2023
Q2 | $346K | Hold |
|
|||||
|
2023
Q1 | $348K | Buy |
|
|||||
|
2022
Q4 | $308K | Sell |
|
|||||
|
2022
Q3 | $309K | Sell |
|
|||||
|
2022
Q2 | $343K | Sell |
|
|||||
|
2022
Q1 | $382K | Hold |
|
|||||
|
2021
Q4 | $391K | Sell |
|
|||||
|
2021
Q3 | $360K | Sell |
|
|||||
|
2021
Q2 | $367K | Hold |
|
|||||
|
2021
Q1 | $354K | Sell |
|
|||||
|
2020
Q4 | $343K | Buy |
|