Sage Capital Advisors’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 | $463K | Sell |
17,455
-3,086
| -15% | -$81.8K | 0.11% | 97 |
|
|
2025
Q1 | $574K | Buy |
20,541
+76
| +0.4% | +$2.13K | 0.15% | 83 |
|
|
2024
Q4 | $559K | Buy |
20,465
+80
| +0.4% | +$2.19K | 0.15% | 85 |
|
|
2024
Q3 | $574K | Buy |
20,385
+159
| +0.8% | +$4.48K | 0.15% | 89 |
|
|
2024
Q2 | $524K | Hold |
20,226
| – | – | 0.15% | 90 |
|
|
2024
Q1 | $544K | Buy |
20,226
+12,153
| +151% | +$327K | 0.16% | 85 |
|
|
2023
Q4 | $205K | Buy |
+8,073
| New | +$205K | 0.07% | 128 |
|