SFA
Sequoia Financial 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 | $5.67M | Buy |
213,928
+506
| +0.2% | +$13.4K | 0.04% | 259 |
|
|
2025
Q1 | $5.97M | Buy |
213,422
+9,977
| +5% | +$279K | 0.05% | 244 |
|
|
2024
Q4 | $5.56M | Buy |
203,445
+153,945
| +311% | +$4.21M | 0.05% | 241 |
|
|
2024
Q3 | $4.18M | Buy |
49,500
+2,605
| +6% | +$220K | 0.04% | 233 |
|
|
2024
Q2 | $3.65M | Sell |
46,895
-4,756
| -9% | -$370K | 0.04% | 232 |
|
|
2024
Q1 | $4.16M | Sell |
51,651
-4,121
| -7% | -$332K | 0.05% | 213 |
|
|
2023
Q4 | $4.25M | Sell |
55,772
-229
| -0.4% | -$17.4K | 0.05% | 230 |
|
|
2023
Q3 | $3.96M | Sell |
56,001
-4,650
| -8% | -$329K | 0.07% | 170 |
|
|
2023
Q2 | $4.4M | Sell |
60,651
-24,685
| -29% | -$1.79M | 0.08% | 166 |
|
|
2023
Q1 | $6.24M | Sell |
85,336
-18,042
| -17% | -$1.32M | 0.14% | 131 |
|
|
2022
Q4 | $7.81M | Buy |
103,378
+32,309
| +45% | +$2.44M | 0.19% | 104 |
|
|
2022
Q3 | $4.72M | Buy |
71,069
+11,199
| +19% | +$744K | 0.15% | 120 |
|
|
2022
Q2 | $4.29M | Buy |
59,870
+10,487
| +21% | +$751K | 0.12% | 128 |
|
|
2022
Q1 | $3.9M | Buy |
49,383
+10,560
| +27% | +$833K | 0.1% | 134 |
|
|
2021
Q4 | $3.14M | Buy |
+38,823
| New | +$3.14M | 0.09% | 141 |
|
|
2021
Q3 | – | Sell |
-30,820
| Closed | -$2.33M | – | 411 |
|
|
2021
Q2 | $2.33M | Buy |
30,820
+7,062
| +30% | +$534K | 0.09% | 139 |
|
|
2021
Q1 | $1.73M | Buy |
23,758
+2,591
| +12% | +$189K | 0.07% | 144 |
|
|
2020
Q4 | $1.36M | Buy |
21,167
+1,412
| +7% | +$90.6K | 0.06% | 154 |
|
|
2020
Q3 | $1.09M | Buy |
19,755
+3,329
| +20% | +$184K | 0.06% | 160 |
|
|
2020
Q2 | $850K | Buy |
16,426
+4,949
| +43% | +$256K | 0.05% | 167 |
|
|
2020
Q1 | $516K | Buy |
11,477
+1,407
| +14% | +$63.3K | 0.04% | 197 |
|
|
2019
Q4 | $583K | Buy |
10,070
+94
| +0.9% | +$5.44K | 0.04% | 201 |
|
|
2019
Q3 | $547K | Buy |
9,976
+1,110
| +13% | +$60.9K | 0.04% | 190 |
|
|
2019
Q2 | $471K | Buy |
8,866
+845
| +11% | +$44.9K | 0.04% | 201 |
|
|
2019
Q1 | $419K | Buy |
+8,021
| New | +$419K | 0.03% | 215 |
|