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Schwab Strategic Tr us dividend eq shares owned by Opulen Financial Group

Quarter-by-quarter ownership of Schwab Strategic Tr us dividend eq (SCHD) shares owned by Opulen Financial Group from 13F filings

Historical chart of Opulen Financial Group investment in Schwab Strategic Tr us dividend eq

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr us dividend eq held by Opulen Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr us dividend eq by Opulen Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $14M 512k 27.30
2025-06-30 $13M 503k 26.50
2025-03-31 $14M 505k 27.96
2024-12-31 $13M 491k 27.32