SAI
Savvy Advisors Inc’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 | $8.35M | Buy |
314,912
+105,145
| +50% | +$2.79M | 0.56% | 36 |
|
|
2025
Q1 | $5.87M | Sell |
209,767
-5,334
| -2% | -$149K | 0.59% | 33 |
|
|
2024
Q4 | $5.88M | Buy |
215,101
+195,742
| +1,011% | +$5.35M | 0.71% | 23 |
|
|
2024
Q3 | $1.64M | Buy |
19,359
+2,012
| +12% | +$170K | 0.33% | 63 |
|
|
2024
Q2 | $1.35M | Buy |
17,347
+5,184
| +43% | +$403K | 0.44% | 52 |
|
|
2024
Q1 | $981K | Buy |
12,163
+4,642
| +62% | +$374K | 0.57% | 43 |
|
|
2023
Q4 | $573K | Buy |
+7,521
| New | +$573K | 0.56% | 49 |
|