West Branch Capital LLC Schwab Strategic Tr Us Dividen Transaction History

West Branch Capital LLC

$364 Million
Q4 2025

A detailed history of West Branch Capital LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, West Branch Capital LLC holds 162 shares of SCHD stock, worth $4,412. This represents 0.0% of its overall portfolio holdings.

Number of Shares

162

Previous 663 75.57%

Holding current value

$4,412

Previous $18,000 77.78%

% of portfolio

0.0%

Previous 0.0%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 16, 2026	SELL	$26.44 - $27.53 $13,246 - $13,792	-501 Reduced 75.57%	162 $4,000
Q1 2025 Apr 16, 2025	BUY	$27.01 - $28.54 $108 - $114	4 Added 0.61%	663 $18,000
Q4 2024 Jan 17, 2025	BUY	$26.93 - $84.95 $11,876 - $37,462	441 Added 202.29%	659 $18,000
Q3 2024 Oct 18, 2024	BUY	$77.02 - $85.06 $1,078 - $1,190	14 Added 6.86%	218 $18,000
Q1 2024 Apr 23, 2024	SELL	$75.25 - $80.63 $3,461 - $3,708	-46 Reduced 18.4%	204 $16,000

Q4 2023 Jan 19, 2024	BUY	$66.9 - $76.32 $6,489 - $7,403	97 Added 63.4%	250 $19,000
Q3 2023 Oct 20, 2023	BUY	$70.63 - $75.66 $2,472 - $2,648	35 Added 29.66%	153 $10,000
Q2 2023 Aug 04, 2023	BUY	$69.18 - $73.94 $1,937 - $2,070	28 Added 31.11%	118 $8,000
Q1 2023 Apr 20, 2023	BUY	$70.28 - $78.03 $983 - $1,092	14 Added 18.42%	90 $6,000
Q4 2022 Jan 27, 2023	BUY	$67.16 - $79.06 $940 - $1,106	14 Added 22.58%	76 $0
Q3 2022 Oct 19, 2022	BUY	$66.43 - $77.87 $1,461 - $1,713	22 Added 55.0%	62 $4,000
Q2 2022 Jul 28, 2022	BUY	$70.31 - $80.24 $1,617 - $1,845	23 Added 135.29%	40 $3,000
Q1 2022 May 03, 2022	BUY	$75.14 - $81.94 $1,277 - $1,392	17 New	17 $1,000

Others Institutions Holding SCHD

# of Institutions

2,061

Shares Held

865M

Call Options Held

4.95M

Put Options Held

2.61M

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About SCHWAB STRATEGIC TR US DIVIDEN

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West Branch Capital LLC Schwab Strategic Tr Us Dividen Transaction History