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
2026
Q1
$6.77K Buy
221
+2
+0.9% +$61 0.01% 158
2025
Q4
$6K Buy
219
+2
+0.9% +$54 0.01% 147
2025
Q3
$5.91K Buy
217
+3
+1% +$82 0.01% 166
2025
Q2
$5.68K Buy
214
+2
+0.9% +$52 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% +$28 ﹤0.01% 178
2024
Q3
$5.88K Buy
210
+6
+3% +$163 ﹤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% +$71 ﹤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 +$4.96K ﹤0.01% 213

Other funds holding SCHD

Western Pacific Wealth Management's SCHD Position: Q1 2026 in Review

Western Pacific Wealth Management increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.91% in Q1 2026, buying an estimated $61 and bringing the position to 221 shares worth $6.77K. The position accounts for 0.01% of the portfolio, ranked #158.

Western Pacific Wealth Management first reported a position in SCHD in Q4 2022 and has held it in 14 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Western Pacific Wealth Management held 221 shares of Schwab US Dividend Equity ETF worth $6.77K as of Q1 2026.
  • Western Pacific Wealth Management bought 2 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $61.
  • Schwab US Dividend Equity ETF made up 0.01% of Western Pacific Wealth Management's portfolio in Q1 2026, its #158 holding.
  • Western Pacific Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Western Pacific Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.