SAW
Signal Advisors Wealth’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 | $3.14M | Sell |
118,648
-114,166
| -49% | -$3.03M | 0.25% | 102 |
|
|
2025
Q1 | $6.51M | Sell |
232,814
-44,482
| -16% | -$1.24M | 0.64% | 40 |
|
|
2024
Q4 | $7.58M | Buy |
277,296
+194,234
| +234% | +$5.31M | 0.86% | 23 |
|
|
2024
Q3 | $7.02M | Buy |
+83,062
| New | +$7.02M | 1.01% | 17 |
|
|
2024
Q2 | – | Sell |
-50,093
| Closed | -$4.04M | – | 240 |
|
|
2024
Q1 | $4.04M | Buy |
50,093
+10,006
| +25% | +$807K | 1% | 25 |
|
|
2023
Q4 | $3.05M | Buy |
+40,087
| New | +$3.05M | 1.06% | 27 |
|