Sage Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sage Capital Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$463K	Sell
2025 Q1	$574K	Buy
2024 Q4	$559K	Buy
2024 Q3	$574K	Buy
2024 Q2	$524K	Hold
2024 Q1	$544K	Buy
2023 Q4	$205K	Buy