WP
Westmount Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,713
| Closed | -$327K | – | 253 |
|
|
2025
Q1 | $327K | Sell |
11,713
-195
| -2% | -$5.45K | 0.1% | 170 |
|
|
2024
Q4 | $325K | Buy |
11,908
+7,939
| +200% | +$217K | 0.1% | 162 |
|
|
2024
Q3 | $336K | Buy |
3,969
+1
| +0% | +$85 | 0.1% | 157 |
|
|
2024
Q2 | $307K | Buy |
3,968
+265
| +7% | +$20.5K | 0.1% | 157 |
|
|
2024
Q1 | $299K | Sell |
3,703
-482
| -12% | -$38.9K | 0.11% | 162 |
|
|
2023
Q4 | $319K | Sell |
4,185
-2,666
| -39% | -$203K | 0.13% | 142 |
|
|
2023
Q3 | $485K | Buy |
6,851
+2,560
| +60% | +$181K | 0.21% | 107 |
|
|
2023
Q2 | $312K | Sell |
4,291
-207
| -5% | -$15K | 0.14% | 141 |
|
|
2023
Q1 | $329K | Buy |
4,498
+125
| +3% | +$9.15K | 0.15% | 136 |
|
|
2022
Q4 | $330K | Buy |
+4,373
| New | +$330K | 0.17% | 128 |
|