OP
ORG Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.61M | Sell |
281,347
-12,634
| -4% | -$342K | 1.62% | 11 |
|
|
2025
Q1 | $8.22M | Buy |
293,981
+23,047
| +9% | +$644K | 2.02% | 9 |
|
|
2024
Q4 | $7.4M | Buy |
270,934
+180,446
| +199% | +$4.93M | 1% | 29 |
|
|
2024
Q3 | $7.65M | Buy |
90,488
+2,005
| +2% | +$169K | 1.22% | 19 |
|
|
2024
Q2 | $6.85M | Buy |
+88,483
| New | +$6.85M | 0.85% | 26 |
|
|
2024
Q1 | – | Sell |
-96,152
| Closed | -$7.32M | – | 993 |
|
|
2023
Q4 | $7.32M | Buy |
96,152
+12,736
| +15% | +$970K | 1.22% | 17 |
|
|
2023
Q3 | $5.9M | Sell |
83,416
-8,584
| -9% | -$607K | 1.74% | 7 |
|
|
2023
Q2 | $6.72M | Buy |
92,000
+2,557
| +3% | +$187K | 1.09% | 18 |
|
|
2023
Q1 | $6.58M | Buy |
+89,443
| New | +$6.58M | 1.6% | 14 |
|