SWA
Sightline 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 | $485K | Buy |
18,313
+50
| +0.3% | +$1.33K | 0.23% | 53 |
|
|
2025
Q1 | $511K | Buy |
18,263
+44
| +0.2% | +$1.23K | 0.27% | 49 |
|
|
2024
Q4 | $498K | Buy |
18,219
+12,161
| +201% | +$332K | 0.27% | 49 |
|
|
2024
Q3 | $512K | Buy |
6,058
+2,293
| +61% | +$194K | 0.28% | 46 |
|
|
2024
Q2 | $293K | Hold |
3,765
| – | – | 0.18% | 63 |
|
|
2024
Q1 | $304K | Buy |
+3,765
| New | +$304K | 0.2% | 61 |
|