SAG
SageView Advisory Group’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 | $905K | Buy |
33,260
+21,780
| +190% | +$592K | 0.03% | 259 |
|
|
2025
Q1 | $321K | Buy |
11,480
+1,766
| +18% | +$49.4K | 0.01% | 452 |
|
|
2024
Q4 | $265K | Buy |
9,714
+6,491
| +201% | +$1.23K | 0.01% | 491 |
|
|
2024
Q3 | $272K | Sell |
3,223
-85
| -3% | -$7.19K | 0.01% | 425 |
|
|
2024
Q2 | $257K | Sell |
3,308
-30,011
| -90% | -$2.33M | 0.01% | 473 |
|
|
2024
Q1 | $1.9M | Buy |
33,319
+27,804
| +504% | +$1.59M | 0.1% | 116 |
|
|
2023
Q4 | $426K | Sell |
5,515
-18,455
| -77% | -$1.42M | 0.02% | 428 |
|
|
2023
Q3 | $1.7M | Buy |
23,970
+170
| +0.7% | +$12K | 0.1% | 127 |
|
|
2023
Q2 | $1.73M | Buy |
23,800
+12,933
| +119% | +$939K | 0.1% | 130 |
|
|
2023
Q1 | $795K | Buy |
10,867
+2,192
| +25% | +$160K | 0.05% | 242 |
|
|
2022
Q4 | $655K | Buy |
+8,675
| New | +$655K | 0.05% | 205 |
|