Western Pacific Wealth Management’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 | $5.91K | Buy |
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2025
Q2 | $5.68K | Buy |
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2025
Q1 | $5.94K | Buy |
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|
2024
Q4 | $5.75K | Buy |
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|
2024
Q3 | $5.88K | Buy |
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|
2024
Q2 | $5.3K | Hold |
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|
2024
Q1 | $5.5K | Hold |
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|
2023
Q4 | $5.15K | Buy |
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|
2023
Q3 | $4.74K | Hold |
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|
2023
Q2 | $4.87K | Hold |
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|
2023
Q1 | $4.9K | Hold |
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|
2022
Q4 | $5.06K | Buy |
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