Omega 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
Q2 | $469K | Buy |
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|
2025
Q1 | $463K | Buy |
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|
2024
Q4 | $347K | Sell |
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|
2024
Q3 | $400K | Buy |
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|
2024
Q2 | $361K | Sell |
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|
2024
Q1 | $378K | Buy |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $364K | Sell |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $450K | Sell |
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|
2022
Q4 | $485K | Sell |
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|
2022
Q3 | $430K | Sell |
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|
2022
Q2 | $580K | Buy |
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|
2022
Q1 | $316K | Buy |
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|
2021
Q4 | $322K | Buy |
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|
2021
Q3 | $293K | Buy |
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|
2021
Q2 | $296K | Buy |
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|
2021
Q1 | $284K | Buy |
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|
2020
Q4 | $248K | Buy |
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|
2020
Q3 | $212K | Buy |
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