SMA
Sage Mountain Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.5K | Hold |
660
| – | – | ﹤0.01% | 473 |
|
|
2025
Q1 | $18.5K | Hold |
660
| – | – | ﹤0.01% | 453 |
|
|
2024
Q4 | $18K | Buy |
660
+440
| +200% | +$12K | ﹤0.01% | 447 |
|
|
2024
Q3 | $18.6K | Hold |
220
| – | – | ﹤0.01% | 460 |
|
|
2024
Q2 | $17.1K | Sell |
220
-14,131
| -98% | -$1.1M | ﹤0.01% | 397 |
|
|
2024
Q1 | $1.16M | Buy |
14,351
+14,131
| +6,423% | +$1.14M | 0.12% | 88 |
|
|
2023
Q4 | $16.7K | Sell |
220
-255
| -54% | -$19.4K | ﹤0.01% | 327 |
|
|
2023
Q3 | $33.6K | Hold |
475
| – | – | ﹤0.01% | 313 |
|
|
2023
Q2 | $34.5K | Hold |
475
| – | – | ﹤0.01% | 309 |
|
|
2023
Q1 | $34.8K | Buy |
475
+205
| +76% | +$15K | 0.01% | 293 |
|
|
2022
Q4 | $20.4K | Buy |
+270
| New | +$20.4K | ﹤0.01% | 259 |
|