Westmount Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Westmount Partners’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$327K	Sell
2024 Q4	$325K	Buy
2024 Q3	$336K	Buy
2024 Q2	$307K	Buy
2024 Q1	$299K	Sell
2023 Q4	$319K	Sell
2023 Q3	$485K	Buy
2023 Q2	$312K	Sell
2023 Q1	$329K	Buy
2022 Q4	$330K	Buy