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

Opal Wealth Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$25.6K Buy
965
+9
+0.9% +$238 0.01% 505
2025
Q1 		$26.7K Buy
+956
New +$26.7K 0.01% 469
2024
Q3 		– Sell
-25
Closed -$1.94K – 984
2024
Q2 		$1.94K Buy
+25
New +$1.94K ﹤0.01% 973