Safeguard Investment Advisory Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Sell |
122,287
-4,143
| -3% | -$110K | 0.81% | 17 |
|
|
2025
Q1 | $3.54M | Buy |
126,430
+42,500
| +51% | +$1.19M | 0.96% | 16 |
|
|
2024
Q4 | $2.29M | Buy |
83,930
+74,699
| +809% | +$2.04M | 0.63% | 18 |
|
|
2024
Q3 | $260K | Buy |
9,231
+153
| +2% | +$4.31K | 0.07% | 89 |
|
|
2024
Q2 | $235K | Hold |
9,078
| – | – | 0.07% | 92 |
|
|
2024
Q1 | $244K | Buy |
+9,078
| New | +$244K | 0.08% | 85 |
|
|
2021
Q1 | – | Sell |
-4,017
| Closed | -$85K | – | 587 |
|
|
2020
Q4 | $85K | Buy |
+4,017
| New | +$85K | 0.08% | 135 |
|