O'Connor Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $9.92M | Buy |
|
|||||
|
2025
Q2 | $9.65M | Buy |
|
|||||
|
2025
Q1 | $8.8M | Buy |
|
|||||
|
2024
Q4 | $7.55M | Buy |
|
|||||
|
2024
Q3 | $7.2M | Buy |
|
|||||
|
2024
Q2 | $5.7M | Buy |
|
|||||
|
2024
Q1 | $5.5M | Buy |
|
|||||
|
2023
Q4 | $4.87M | Buy |
|
|||||
|
2023
Q3 | $4.07M | Buy |
|
|||||
|
2023
Q2 | $3.65M | Buy |
|
|||||
|
2023
Q1 | $3.2M | Buy |
|