O'Rourke & Company’s Schwab US Dividend Equity ETF SCHD Stock Holding History

O'Rourke & Company’s Portfolio SCHD Stock Details SCHD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$773K	Buy
2025 Q2	$670K	Buy
2025 Q1	$657K	Buy
2024 Q4	$557K	Buy
2024 Q3	$570K	Buy
2024 Q2	$495K	Buy
2024 Q1	$406K	Buy
2023 Q4	$316K	Buy
2023 Q3	$215K	Buy