Sage Advisory Services’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $4.56M | Buy |
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|
2022
Q4 | $4.67M | Buy |
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|
2022
Q3 | $4.07M | Buy |
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|
2022
Q2 | $4.35M | Buy |
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|
2022
Q1 | $4.5M | Buy |
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|
2021
Q4 | $4.59M | Buy |
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|
2021
Q3 | $4.16M | Buy |
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|
2021
Q2 | $4.21M | Sell |
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|
2021
Q1 | $4.38M | Buy |
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|
2020
Q4 | $3.83M | Buy |
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|
2020
Q3 | $3.27M | Buy |
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|
2020
Q2 | $3.03M | Buy |
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|
2020
Q1 | $2.47M | Buy |
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|
2019
Q4 | $3.15M | Buy |
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