Sage Investment Advisers’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.65M | Buy |
58,716
+1,350
| +2% | +$38K | 1.73% | 20 |
|
|
2024
Q2 | $1.49M | Buy |
57,366
+11,490
| +25% | +$298K | 1.68% | 22 |
|
|
2024
Q1 | $1.23M | Buy |
45,876
+14,568
| +47% | +$392K | 1.41% | 27 |
|
|
2023
Q4 | $794K | Buy |
31,308
+7,836
| +33% | +$199K | 0.96% | 35 |
|
|
2023
Q3 | $554K | Buy |
23,472
+9,456
| +67% | +$223K | 0.76% | 37 |
|
|
2023
Q2 | $339K | Buy |
+14,016
| New | +$339K | 0.45% | 43 |
|