SWA
Sax Wealth Advisors’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 | $405K | Sell |
15,301
-807
| -5% | -$21.4K | 0.02% | 287 |
|
|
2025
Q1 | $450K | Buy |
16,108
+8,686
| +117% | +$243K | 0.03% | 234 |
|
|
2024
Q4 | $203K | Buy |
7,422
+4,948
| +200% | +$135K | 0.02% | 317 |
|
|
2024
Q3 | $209K | Sell |
2,474
-300
| -11% | -$25.4K | 0.02% | 273 |
|
|
2024
Q2 | $216K | Sell |
2,774
-4,660
| -63% | -$362K | 0.02% | 256 |
|
|
2024
Q1 | $599K | Buy |
7,434
+404
| +6% | +$32.6K | 0.07% | 104 |
|
|
2023
Q4 | $535K | Buy |
7,030
+1,425
| +25% | +$108K | 0.09% | 115 |
|
|
2023
Q3 | $397K | Buy |
+5,605
| New | +$397K | 0.08% | 125 |
|