O3W
Omni 360 Wealth’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 | $1.68M | Buy |
63,487
+508
| +0.8% | +$13.5K | 0.83% | 27 |
|
|
2025
Q1 | $1.76M | Sell |
62,979
-4,913
| -7% | -$137K | 1.03% | 25 |
|
|
2024
Q4 | $1.85M | Buy |
67,892
+45,455
| +203% | +$1.24M | 1.16% | 24 |
|
|
2024
Q3 | $1.9M | Sell |
22,437
-726
| -3% | -$61.4K | 1.24% | 23 |
|
|
2024
Q2 | $1.8M | Sell |
23,163
-2,465
| -10% | -$192K | 1.34% | 19 |
|
|
2024
Q1 | $2.07M | Buy |
25,628
+1,196
| +5% | +$96.4K | 1.68% | 15 |
|
|
2023
Q4 | $1.86M | Buy |
+24,432
| New | +$1.86M | 1.73% | 16 |
|