News + Filings Holdings
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West Oak Capital, LLC
> SCHD
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | Schwab US Dividend Equity ETF | SCHD | 23,395 | -1,481 | 1,655,000 | -1,804,840,000 | $70.74 |
| 06/30/2023 | Schwab US Dividend Equity ETF | SCHD | 24,876 | 3,978 | 1,806,495,000 | 1,805,107,000 | $72,620.00 |
| 09/30/2022 | Schwab US Dividend Equity ETF | SCHD | 20,898 | 4,803 | 1,388,000 | 235,000 | $66.42 |
| 06/30/2022 | Schwab US Dividend Equity ETF | SCHD | 16,095 | 10,778 | 1,153,000 | 734,000 | $71.64 |
| 03/31/2022 | Schwab US Dividend Equity ETF | SCHD | 5,317 | 2,261 | 419,000 | 192,000 | $78.80 |
| 09/30/2021 | Schwab US Dividend Equity ETF | SCHD | 3,056 | 230 | 227,000 | 13,000 | $74.28 |
| 06/30/2021 | Schwab US Dividend Equity ETF | SCHD | 2,826 | 1,145 | 214,000 | 106,000 | $75.73 |
| 12/31/2020 | Schwab US Dividend Equity ETF | SCHD | 1,681 | 18 | 108,000 | 16,000 | $64.25 |
| 09/30/2020 | Schwab US Dividend Equity ETF | SCHD | 1,663 | 950 | 92,000 | 55,000 | $55.32 |
| 06/30/2020 | Schwab US Dividend Equity ETF | SCHD | 713 | 700 | 37,000 | 36,000 | $51.89 |
| 03/31/2020 | Schwab US Dividend Equity ETF | SCHD | 13 | 0 | 1,000 | 0 | $76.92 |
| 12/31/2019 | Schwab US Dividend Equity ETF | SCHD | 13 | 0 | 1,000 | 0 | $76.92 |
| 09/30/2019 | Schwab US Dividend Equity ETF | SCHD | 13 | 0 | 1,000 | 0 | $76.92 |
| 06/30/2019 | Schwab US Dividend Equity ETF | SCHD | 13 | 0 | 1,000 | 0 | $76.92 |
| 03/31/2019 | Schwab US Dividend Equity ETF | SCHD | 13 | 13 | 1,000 | 1,000 | $76.92 |
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