OCFG
O'Connor Financial Group’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 | $9.65M | Buy |
352,689
+37,895
| +12% | +$1.04M | 4.25% | 9 |
|
|
2025
Q1 | $8.8M | Buy |
314,794
+38,308
| +14% | +$1.07M | 4.58% | 7 |
|
|
2024
Q4 | $7.55M | Buy |
276,486
+191,304
| +225% | +$5.23M | 3.95% | 10 |
|
|
2024
Q3 | $7.2M | Buy |
85,182
+11,904
| +16% | +$1.01M | 3.78% | 10 |
|
|
2024
Q2 | $5.7M | Buy |
73,278
+5,065
| +7% | +$394K | 3.31% | 11 |
|
|
2024
Q1 | $5.5M | Buy |
68,213
+4,291
| +7% | +$346K | 3.28% | 13 |
|
|
2023
Q4 | $4.87M | Buy |
63,922
+6,405
| +11% | +$488K | 3.01% | 12 |
|
|
2023
Q3 | $4.07M | Buy |
57,517
+7,287
| +15% | +$516K | 2.79% | 12 |
|
|
2023
Q2 | $3.65M | Buy |
50,230
+6,452
| +15% | +$469K | 2.52% | 14 |
|
|
2023
Q1 | $3.2M | Buy |
+43,778
| New | +$3.2M | 2.41% | 15 |
|