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West Oak Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

West Oak Capital’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.21M Sell
44,380
-19,050
-30% -$520K 0.48% 57
2025
Q2 		$1.68M Sell
63,430
-5,250
-8% -$137K 0.66% 52
2025
Q1 		$1.92M Sell
68,680
-950
-1% -$26.5K 0.74% 44
2024
Q4 		$1.9M Sell
69,630
-1,140
-2% -$32.4K 0.67% 44
2024
Q3 		$1.99M Buy
70,770
+1,725
+2% +$47K 0.37% 48
2024
Q2 		$1.79M Buy
69,045
+885
+1% +$23K 0.72% 43
2024
Q1 		$1.83M Buy
68,160
+2,025
+3% +$52.3K 0.78% 44
2023
Q4 		$1.68M Sell
66,135
-4,050
-6% -$96.5K 0.79% 42
2023
Q3 		$1.66M Sell
70,185
-4,443
-6% -$109K 0.82% 39
2023
Q2 		$1.81M Buy
74,628
+3,888
+5% +$92.9K 0.88% 39
2023
Q1 		$1.73M Buy
70,740
+7,350
+12% +$184K 0.87% 43
2022
Q4 		$1.6M Buy
63,390
+696
+1% +$17.2K 0.83% 47
2022
Q3 		$1.39M Buy
62,694
+14,409
+30% +$350K 0.75% 51
2022
Q2 		$1.15M Buy
48,285
+32,334
+203% +$823K 0.61% 63
2022
Q1 		$419K Buy
15,951
+4,800
+43% +$126K 0.19% 93
2021
Q4 		$300K Buy
11,151
+1,983
+22% +$51.5K 0.11% 112
2021
Q3 		$227K Buy
9,168
+690
+8% +$17.5K 0.09% 119
2021
Q2 		$214K Buy
8,478
+1,320
+18% +$33.3K 0.08% 121
2021
Q1 		$174K Buy
7,158
+2,115
+42% +$48.1K 0.07% 128
2020
Q4 		$108K Buy
5,043
+54
+1% +$1.09K 0.05% 139
2020
Q3 		$92K Buy
4,989
+2,850
+133% +$52.4K 0.05% 136
2020
Q2 		$37K Buy
2,139
+2,100
+5,385% +$35.5K 0.02% 181
2020
Q1 		$1K Hold
39
– – ﹤0.01% 276
2019
Q4 		$1K Hold
39
– – ﹤0.01% 277
2019
Q3 		$1K Hold
39
– – ﹤0.01% 290
2019
Q2 		$1K Hold
39
– – ﹤0.01% 312
2019
Q1 		$1K Buy
+39
New +$656 ﹤0.01% 308

Other funds holding SCHD

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

West Oak Capital's SCHD Position: Q3 2025 in Review

West Oak Capital reduced its Schwab US Dividend Equity ETF (SCHD) stake by 30% in Q3 2025, selling an estimated $520K and leaving 44,380 shares worth $1.21M. The position accounts for 0.48% of the portfolio, ranked #57.

West Oak Capital first reported a position in SCHD in Q1 2019 and has held it in 27 quarters since. The position peaked at $1.99M in Q3 2024. 1,805 funds tracked by Wall St. Rank hold SCHD as of Q3 2025.

  • West Oak Capital held 44,380 shares of Schwab US Dividend Equity ETF worth $1.21M as of Q3 2025.
  • West Oak Capital sold 19,050 Schwab US Dividend Equity ETF shares in Q3 2025, an estimated $520K.
  • Schwab US Dividend Equity ETF made up 0.48% of West Oak Capital's portfolio in Q3 2025, its #57 holding.
  • West Oak Capital first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and has held it in 27 quarters since.
  • West Oak Capital's Schwab US Dividend Equity ETF position peaked at $1.99M in Q3 2024.
  • 1,805 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2025.

Based on West Oak Capital's 13F filing for Q3 2025, filed 3 Oct 2025.