OWA
Outlook Wealth Advisors’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 | $250K | Hold |
9,426
| – | – | 0.06% | 248 |
|
|
2025
Q1 | $264K | Buy |
9,426
+1,536
| +19% | +$42.9K | 0.07% | 236 |
|
|
2024
Q4 | $216K | Buy |
7,890
+5,260
| +200% | +$144K | 0.06% | 242 |
|
|
2024
Q3 | $222K | Sell |
2,630
-545
| -17% | -$46.1K | 0.06% | 245 |
|
|
2024
Q2 | $247K | Buy |
3,175
+180
| +6% | +$14K | 0.08% | 241 |
|
|
2024
Q1 | $241K | Hold |
2,995
| – | – | 0.07% | 237 |
|
|
2023
Q4 | $228K | Hold |
2,995
| – | – | 0.08% | 210 |
|
|
2023
Q3 | $212K | Hold |
2,995
| – | – | 0.08% | 192 |
|
|
2023
Q2 | $217K | Buy |
+2,995
| New | +$217K | 0.08% | 187 |
|