Opes Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27M | Sell |
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|
2025
Q1 | $2.42M | Buy |
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|
2024
Q4 | $2.27M | Buy |
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|
2024
Q3 | $1.76M | Sell |
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|
2024
Q2 | $1.65M | Buy |
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|
2024
Q1 | $1.54M | Sell |
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|
2023
Q4 | $1.49M | Sell |
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|
2023
Q3 | $1.85M | Sell |
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|
2023
Q2 | $2.15M | Buy |
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|
2023
Q1 | $1.35M | Buy |
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|
2022
Q4 | $1.32M | Sell |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $1.33M | Sell |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.73M | Buy |
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|
2021
Q3 | $1.58M | Sell |
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|
2021
Q2 | $1.71M | Buy |
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|
2021
Q1 | $1.64M | Sell |
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|
2020
Q4 | $1.54M | Sell |
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|
2020
Q3 | $1.39M | Sell |
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|
2020
Q2 | $1.42M | Buy |
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|
2020
Q1 | $1.19M | Buy |
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|
2019
Q4 | $1.47M | Sell |
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|
2019
Q3 | $1.44M | Buy |
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|
2019
Q2 | $1.34M | Sell |
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|
2019
Q1 | $1.44M | Buy |
|