A detailed history of Opal Wealth Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 956 shares of SCHD stock, worth $25,018. This represents 0.01% of its overall portfolio holdings.

Number of Shares
956
Holding current value
$25,018
% of portfolio
0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025

BUY
$27.01 - $28.54 $25,821 - $27,284
956 New
956 $26,000
Q2 2024

Jul 12, 2024

BUY
$75.81 - $80.15 $1,895 - $2,003
25 New
25 $1,000

Others Institutions Holding SCHD

About SCHWAB STRATEGIC TR US DIVIDEN


  • Ticker SCHD
  • Sector ETFs
  • Industry ETFs
More about SCHD
Track This Portfolio

Track Opal Wealth Advisors, LLC Portfolio

Follow Opal Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Opal Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Opal Wealth Advisors, LLC with notifications on news.