OCM
Objective Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,302
| Closed | -$281K | – | 128 |
|
|
2024
Q4 | $281K | Buy |
10,302
+6,875
| +201% | +$188K | 0.19% | 107 |
|
|
2024
Q3 | $290K | Buy |
+3,427
| New | +$290K | 0.17% | 114 |
|
|
2024
Q1 | $238K | Hold |
2,954
| – | – | 0.16% | 123 |
|
|
2023
Q4 | $225K | Sell |
2,954
-4,453
| -60% | -$339K | 0.17% | 108 |
|
|
2023
Q3 | $524K | Buy |
7,407
+3,418
| +86% | +$242K | 0.47% | 49 |
|
|
2023
Q2 | $290K | Buy |
+3,989
| New | +$290K | 0.25% | 75 |
|