# 3-for-1 stock split of Schwab US Dividend Equity ETF (NYSE: SCHD)

**URL:** <https://community.mycapitally.com/t/3-for-1-stock-split-of-schwab-us-dividend-equity-etf-nyse-schd/600>\
**Category:** Questions\
**Created:** [June 11, 2025, 1:12pm UTC](https://community.mycapitally.com/t/3-for-1-stock-split-of-schwab-us-dividend-equity-etf-nyse-schd/600 "2025-06-11T13:12:20Z")\
**Posts on this page:** 5\
**Page:** 1

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**Author:** ![Piotr](https://community.mycapitally.com/letter_avatar_proxy/v4/letter/p/e11d48/32.png) [@Piotr](https://community.mycapitally.com/u/Piotr)\
**Post date:** [June 11, 2025, 1:12pm UTC](https://community.mycapitally.com/t/3-for-1-stock-split-of-schwab-us-dividend-equity-etf-nyse-schd/600/1 "2025-06-11T13:12:20Z")

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Hi,

How do I reconfigure the purchase data for stocks in my portfolio so that it correctly shows profit/loss after a stock split?

This is specifically in reference to the **3-for-1 stock split of Schwab US Dividend Equity ETF (NYSE: SCHD)**: ‘Dear clients, Please be advised that a 3-for-1 stock split of SCHD (Schwab US Dividend Equity ETF (NYSE)) is scheduled to take place at the end of the trading session on Thursday, October 10, 2024.’

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**Author:** ![rafal](https://community.mycapitally.com/user_avatar/community.mycapitally.com/rafal/32/18_2.png) [@rafal](https://community.mycapitally.com/u/rafal)\
**Post date:** [June 11, 2025, 3:06pm UTC](https://community.mycapitally.com/t/3-for-1-stock-split-of-schwab-us-dividend-equity-etf-nyse-schd/600/2 "2025-06-11T15:06:05Z")

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Capitally handles Splits automatically and I can see that SCHD has the split you mention. You should see a Split transaction in your history.

If any buys or sells later on are incorrect, you need to make sure that transactions both before and after have correct quantities - as they were transacted.

Some platforms may display adjusted quantity on past transactions, but the transaction history should have the actual numbers.

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**Author:** ![Piotr](https://community.mycapitally.com/letter_avatar_proxy/v4/letter/p/e11d48/32.png) [@Piotr](https://community.mycapitally.com/u/Piotr)\
**Post date:** [June 11, 2025, 3:49pm UTC](https://community.mycapitally.com/t/3-for-1-stock-split-of-schwab-us-dividend-equity-etf-nyse-schd/600/3 "2025-06-11T15:49:22Z")

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Could you please explain / confirm the step-by-step operation to me.

Example (sample data)  
1 I buy 120 shares of SCHD 20.01.2024 at $ 75  
2. on 10.10.2025 there is a 3:1 split  
3. should I now see 360 shares in the panel at an average purchase price of $25?

Currently in the portfolio I see the original number and purchase price of shares and in the Returns column ~65% resulting from the split.

 ![image](https://community.mycapitally.com/uploads/default/original/1X/7c0edff032110a4ef393ccf19f191ba28b64aeec.png)

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**Author:** ![rafal](https://community.mycapitally.com/user_avatar/community.mycapitally.com/rafal/32/18_2.png) [@rafal](https://community.mycapitally.com/u/rafal)\
**Post date:** [June 11, 2025, 4:15pm UTC](https://community.mycapitally.com/t/3-for-1-stock-split-of-schwab-us-dividend-equity-etf-nyse-schd/600/4 "2025-06-11T16:15:35Z")

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Yes, you should have 360 shares. I just created a project and it works properly:

 ![CleanShot 2025-06-11 at 18.10.21@2x](https://community.mycapitally.com/uploads/default/original/1X/fae948cb98b79e166b5505576351e607ee55bfdf.png)

You should have a split transaction in the history:

 ![CleanShot 2025-06-11 at 18.11.36@2x](https://community.mycapitally.com/uploads/default/original/1X/cd4ccd98c0a4186c71ea13352b73f29a5457b128.png)

If you don’t, then there are two options:

1. It somehow wasn’t fetched for you with pricing data - open Settings → Analysis and reset prices cache

2. You deleted it by accident. You can open History from the top-right menu and search for “v-StockSpl-fdc443”. If it was deleted, delete this change from the triple dot menu to the right.

 ![CleanShot 2025-06-11 at 18.15.12@2x](https://community.mycapitally.com/uploads/default/original/1X/0e8d28d095246c08684fe35d478413a700bc7492.png)

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<div class="post-metadata">

**Author:** ![Piotr](https://community.mycapitally.com/letter_avatar_proxy/v4/letter/p/e11d48/32.png) [@Piotr](https://community.mycapitally.com/u/Piotr)\
**Post date:** [June 11, 2025, 4:33pm UTC](https://community.mycapitally.com/t/3-for-1-stock-split-of-schwab-us-dividend-equity-etf-nyse-schd/600/5 "2025-06-11T16:33:13Z")

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I did indeed have v-StockSpl-fdc443 removed from my history.

I also cleared the cache.

Problem solved! 🙂

Thanks a lot for your time and for providing possible causes.
