Sage Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $735K | Buy |
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|
2025
Q1 | $775K | Sell |
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|
2024
Q4 | $819K | Sell |
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|
2024
Q3 | $853K | Sell |
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|
2024
Q2 | $833K | Sell |
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|
2024
Q1 | $883K | Sell |
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|
2023
Q4 | $1.07M | Sell |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.29M | Sell |
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|
2023
Q1 | $1.43M | Sell |
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|
2022
Q4 | $1.51M | Buy |
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|
2022
Q3 | $1.27M | Sell |
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|
2022
Q2 | $1.41M | Sell |
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|
2022
Q1 | $1.56M | Buy |
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|
2021
Q4 | $1.59M | Buy |
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|
2021
Q3 | $1.46M | Buy |
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|
2021
Q2 | $1.49M | Sell |
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|
2021
Q1 | $1.44M | Buy |
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|
2020
Q4 | $1.26M | Sell |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $1.12M | Sell |
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|
2020
Q1 | $1.2M | Sell |
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|
2019
Q4 | $1.64M | Sell |
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|
2019
Q3 | $1.56M | Sell |
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|
2019
Q2 | $1.53M | Sell |
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|
2019
Q1 | $1.6M | Buy |
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|
2018
Q4 | $1.3M | Buy |
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|
2018
Q3 | $1.03M | Sell |
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|
2018
Q2 | $981K | Sell |
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|
2018
Q1 | $1M | Sell |
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|
2017
Q4 | $1.1M | Sell |
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|
2017
Q3 | $1.01M | Sell |
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|
2017
Q2 | $991K | Sell |
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|
2017
Q1 | $991K | Buy |
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|
2016
Q4 | $868K | Buy |
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|
2016
Q3 | $781K | Buy |
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