Sage Financial Management 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 | $7.53M | Sell |
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|
2025
Q1 | $8.37M | Buy |
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|
2024
Q4 | $7.6M | Buy |
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|
2024
Q3 | $7.27M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $5.48M | Buy |
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|
2023
Q4 | $4.43M | Buy |
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|
2023
Q3 | $3.88M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $2.89M | Sell |
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|
2022
Q4 | $3.55M | Buy |
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|
2022
Q3 | $2.63M | Sell |
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|
2022
Q2 | $2.85M | Buy |
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|
2022
Q1 | $3M | Buy |
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|
2021
Q4 | $2.82M | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.31M | Buy |
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|
2021
Q1 | $2.02M | Buy |
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|
2020
Q4 | $1.61M | Buy |
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