Westside Investment 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 | $184K | Buy |
6,821
+5,352
| +364% | +$144K | 0.03% | 264 |
|
|
2025
Q1 | $41.1K | Buy |
1,469
+1,430
| +3,667% | +$40K | 0.01% | 429 |
|
|
2024
Q4 | $1.07K | Buy |
+39
| New | +$1.07K | ﹤0.01% | 941 |
|
|
2024
Q2 | – | Sell |
-1,200
| Closed | -$32.3K | – | 1002 |
|
|
2024
Q1 | $32.3K | Buy |
+1,200
| New | +$32.3K | 0.01% | 441 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 854 |
|
|
2023
Q1 | – | Sell |
-387
| Closed | -$9 | – | 854 |
|
|
2022
Q4 | $9 | Hold |
387
| – | – | ﹤0.01% | 625 |
|
|
2022
Q3 | $8 | Hold |
387
| – | – | ﹤0.01% | 637 |
|
|
2022
Q2 | $9 | Sell |
387
-87
| -18% | -$2 | ﹤0.01% | 616 |
|
|
2022
Q1 | $12 | Hold |
474
| – | – | ﹤0.01% | 595 |
|
|
2021
Q4 | $12 | Hold |
474
| – | – | ﹤0.01% | 574 |
|
|
2021
Q3 | $11 | Buy |
474
+387
| +445% | +$9 | ﹤0.01% | 570 |
|
|
2021
Q2 | $2 | Hold |
87
| – | – | ﹤0.01% | 712 |
|
|
2021
Q1 | $2 | Hold |
87
| – | – | ﹤0.01% | 690 |
|
|
2020
Q4 | $1 | Buy |
+87
| New | +$1 | ﹤0.01% | 633 |
|