OPPS
Obsidian Personal Planning Solutions’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
431,559
+16,781
| +4% | +$445K | 4.63% | 5 |
|
|
2025
Q1 | $10.7M | Buy |
414,778
+171,036
| +70% | +$4.42M | 4.78% | 5 |
|
|
2024
Q4 | $6.78M | Buy |
243,742
+12,088
| +5% | +$336K | 3.27% | 12 |
|
|
2024
Q3 | $6.54M | Buy |
231,654
+159,733
| +222% | +$4.51M | 3.42% | 11 |
|
|
2024
Q2 | $5.59M | Buy |
71,921
+4,409
| +7% | +$343K | 3.41% | 12 |
|
|
2024
Q1 | $5.2M | Buy |
67,512
+7,102
| +12% | +$547K | 3.41% | 11 |
|
|
2023
Q4 | $4.6M | Buy |
60,410
+2,808
| +5% | +$214K | 3.5% | 10 |
|
|
2023
Q3 | $4.08M | Buy |
57,602
+8,612
| +18% | +$609K | 3.48% | 10 |
|
|
2023
Q2 | $3.56M | Buy |
48,990
+4,836
| +11% | +$351K | 4.38% | 8 |
|
|
2023
Q1 | $3.23M | Buy |
44,154
+1,548
| +4% | +$113K | 4.71% | 7 |
|
|
2022
Q4 | $3.22M | Buy |
42,606
+2,696
| +7% | +$204K | 5.16% | 6 |
|
|
2022
Q3 | $2.65M | Buy |
+39,910
| New | +$2.65M | 4.85% | 7 |
|