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Opulen Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Opulen Financial Group’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$13.3M Sell
503,342
-1,306
-0.3% -$34.6K 10.94% 2
2025
Q1 		$14.1M Buy
504,648
+14,145
+3% +$395K 12.82% 1
2024
Q4 		$13.4M Buy
+490,503
New +$13.4M 12.18% 2