SageView Advisory 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
Q3 | $910K | Buy |
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|
2025
Q2 | $905K | Buy |
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|
2025
Q1 | $321K | Buy |
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|
2024
Q4 | $265K | Buy |
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|
2024
Q3 | $272K | Sell |
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|
2024
Q2 | $257K | Sell |
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|
2024
Q1 | $1.9M | Buy |
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|
2023
Q4 | $426K | Sell |
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|
2023
Q3 | $1.7M | Buy |
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|
2023
Q2 | $1.73M | Buy |
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|
2023
Q1 | $795K | Buy |
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|
2022
Q4 | $655K | Buy |
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