Sanctuary Advisors’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
2024
Q4
$25.9M Sell
924,802
-1,812,965
-66% -$50.7M 0.16% 129
2024
Q3
$26.8M Buy
2,737,767
+1,851,924
+209% +$18.1M 0.17% 124
2024
Q2
$22.9M Buy
+885,843
New +$22.9M 0.17% 129