OMC Financial Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $574K | Sell |
21,679
-601
| -3% | -$15.9K | 0.23% | 52 |
|
|
2025
Q1 | $623K | Buy |
22,280
+1,022
| +5% | +$28.6K | 0.28% | 46 |
|
|
2024
Q4 | $581K | Buy |
21,258
+774
| +4% | +$21.2K | 0.25% | 47 |
|
|
2024
Q3 | $531K | Sell |
20,484
-75
| -0.4% | -$1.94K | 0.25% | 48 |
|
|
2024
Q2 | $533K | Buy |
20,559
+4,785
| +30% | +$124K | 0.25% | 48 |
|
|
2024
Q1 | $424K | Buy |
+15,774
| New | +$424K | 0.22% | 51 |
|