OBWG
Onyx Bridge Wealth 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 | $14.1M | Buy |
531,329
+15,759
| +3% | +$418K | 1.86% | 11 |
|
|
2025
Q1 | $14.4M | Buy |
515,570
+38,262
| +8% | +$1.07M | 2.07% | 9 |
|
|
2024
Q4 | $13M | Buy |
477,308
+335,378
| +236% | +$9.16M | 1.88% | 11 |
|
|
2024
Q3 | $12M | Buy |
141,930
+12,191
| +9% | +$1.03M | 1.81% | 14 |
|
|
2024
Q2 | $10.1M | Buy |
129,739
+17,396
| +15% | +$1.35M | 1.66% | 14 |
|
|
2024
Q1 | $8.7M | Buy |
112,343
+39,404
| +54% | +$3.05M | 1.55% | 14 |
|
|
2023
Q4 | $5.55M | Buy |
72,939
+13,780
| +23% | +$1.05M | 1.12% | 24 |
|
|
2023
Q3 | $4.19M | Buy |
59,159
+21,679
| +58% | +$1.53M | 0.98% | 22 |
|
|
2023
Q2 | $2.72M | Buy |
+37,480
| New | +$2.72M | 0.65% | 32 |
|