OA
Opes Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $868K | Sell |
18,479
-2,143
| -10% | -$101K | 0.62% | 28 |
|
|
2018
Q3 | $1.09M | Sell |
20,622
-751
| -4% | -$39.8K | 0.8% | 22 |
|
|
2018
Q2 | $1.05M | Sell |
21,373
-43
| -0.2% | -$2.12K | 0.77% | 25 |
|
|
2018
Q1 | $1.05M | Sell |
21,416
-905
| -4% | -$44.4K | 0.85% | 22 |
|
|
2017
Q4 | $1.14M | Buy |
22,321
+695
| +3% | +$35.6K | 0.81% | 25 |
|
|
2017
Q3 | $1.01M | Buy |
21,626
+1,356
| +7% | +$63.5K | 0.65% | 30 |
|
|
2017
Q2 | $932K | Buy |
20,270
+5,417
| +36% | +$249K | 0.58% | 28 |
|
|
2017
Q1 | $662K | Buy |
14,853
+3,066
| +26% | +$137K | 0.47% | 31 |
|
|
2016
Q4 | $514K | Buy |
+11,787
| New | +$514K | 0.53% | 26 |
|