SFG

SageGuard Financial Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-24,043	Closed	-$1.82M	–	105
2021 Q2	$1.82M	Sell	24,043 -2,706	-10%	-$205K	0.83%	29
2021 Q1	$1.96M	Buy	26,749 +502	+2%	+$36.8K	0.91%	29
2020 Q4	$1.69M	Buy	+26,247	New	+$1.69M	0.81%	31