Western Pacific Wealth Management’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 | $5.68K | Buy |
214
+2
| +0.9% | +$53 | 0.01% | 172 |
|
|
2025
Q1 | $5.94K | Buy |
212
+1
| +0.5% | +$28 | 0.01% | 171 |
|
|
2024
Q4 | $5.75K | Buy |
211
+1
| +0.5% | +$27 | ﹤0.01% | 178 |
|
|
2024
Q3 | $5.88K | Buy |
210
+6
| +3% | +$168 | ﹤0.01% | 216 |
|
|
2024
Q2 | $5.3K | Hold |
204
| – | – | ﹤0.01% | 192 |
|
|
2024
Q1 | $5.5K | Hold |
204
| – | – | ﹤0.01% | 209 |
|
|
2023
Q4 | $5.15K | Buy |
204
+3
| +1% | +$76 | ﹤0.01% | 201 |
|
|
2023
Q3 | $4.74K | Hold |
201
| – | – | ﹤0.01% | 218 |
|
|
2023
Q2 | $4.87K | Hold |
201
| – | – | ﹤0.01% | 225 |
|
|
2023
Q1 | $4.9K | Hold |
201
| – | – | ﹤0.01% | 225 |
|
|
2022
Q4 | $5.06K | Buy |
+201
| New | +$5.06K | ﹤0.01% | 213 |
|