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Opal Capital’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Opal Capital’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-6,461
Closed -$203K – 214
2025
Q4 		$203K Buy
+6,461
New +$176K 0.05% 179

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Cetera Investment Advisers
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Envestnet Asset Management
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Raymond James Financial
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UBS Group
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Northwestern Mutual Wealth Management
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Opal Capital's SCHD Position: Q1 2026 in Review

Opal Capital sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2026, closing a stake of 6,461 shares — an estimated $203K sold.

Opal Capital first reported a position in SCHD in Q4 2025 and held it in 1 quarter. The position peaked at $203K in Q4 2025. 2,053 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

  • Opal Capital reported no remaining Schwab US Dividend Equity ETF position as of Q1 2026 after selling out during the quarter.
  • Opal Capital sold 6,461 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $203K.
  • Opal Capital first reported a position in Schwab US Dividend Equity ETF in Q4 2025 and held it in 1 quarter.
  • Opal Capital's Schwab US Dividend Equity ETF position peaked at $203K in Q4 2025.
  • 2,053 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Opal Capital's 13F filing for Q1 2026, filed 18 May 2026.