Opes Advisors’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
2018
Q4
$868K Sell
2018
Q3
$1.09M Sell
2018
Q2
$1.05M Sell
2018
Q1
$1.05M Sell
2017
Q4
$1.14M Buy
2017
Q3
$1.01M Buy
2017
Q2
$932K Buy
2017
Q1
$662K Buy
2016
Q4
$514K Buy