West Paces 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 | $218K | Sell |
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|
2025
Q2 | $217K | Buy |
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|
2025
Q1 | $120K | Buy |
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|
2024
Q4 | $117K | Sell |
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|
2024
Q3 | $126K | Buy |
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|
2024
Q2 | $115K | Sell |
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|
2024
Q1 | $160K | Buy |
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|
2023
Q4 | $150K | Buy |
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|
2023
Q3 | $139K | Sell |
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|
2023
Q2 | $251K | Buy |
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|
2023
Q1 | $253K | Buy |
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|
2022
Q4 | $255K | Sell |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $234K | Buy |
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|
2022
Q1 | $118K | Hold |
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|
2021
Q4 | $121K | Buy |
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