SWM
Sagace Wealth Management’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 | – | Sell |
-44,334
| Closed | -$1.24M | – | 68 |
|
|
2025
Q1 | $1.24M | Buy |
44,334
+90
| +0.2% | +$2.52K | 0.94% | 34 |
|
|
2024
Q4 | $1.21M | Sell |
44,244
-3,581
| -7% | -$97.8K | 0.9% | 36 |
|
|
2024
Q3 | $1.37M | Buy |
47,825
+31,672
| +196% | +$909K | 1.06% | 33 |
|
|
2024
Q2 | $1.31M | Buy |
+16,153
| New | +$1.31M | 1.28% | 27 |
|