Sage Investment Counsel’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	$322K	Sell	12,147 -4,015	-25%	-$106K	0.37%	75
2025 Q1	$452K	Buy	16,162 +6,250	+63%	+$175K	0.57%	50
2024 Q4	$271K	Buy	+9,912	New	+$271K	0.35%	85