SVWAG
Sound View Wealth Advisors Group’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 | $14M | Sell |
528,070
-19,395
| -4% | -$514K | 1.03% | 25 |
|
|
2025
Q1 | $15.3M | Sell |
547,465
-85,101
| -13% | -$2.38M | 1.26% | 18 |
|
|
2024
Q4 | $17.3M | Buy |
632,566
+433,044
| +217% | +$11.8M | 1.39% | 16 |
|
|
2024
Q3 | $16.9M | Buy |
199,522
+18,741
| +10% | +$1.58M | 1.38% | 15 |
|
|
2024
Q2 | $14.1M | Sell |
180,781
-19,856
| -10% | -$1.54M | 1.45% | 14 |
|
|
2024
Q1 | $16.2M | Sell |
200,637
-16,687
| -8% | -$1.35M | 1.72% | 10 |
|
|
2023
Q4 | $16.5M | Buy |
217,324
+8,396
| +4% | +$639K | 1.83% | 8 |
|
|
2023
Q3 | $14.8M | Buy |
208,928
+19,021
| +10% | +$1.35M | 1.84% | 9 |
|
|
2023
Q2 | $13.8M | Buy |
189,907
+13,160
| +7% | +$956K | 1.81% | 9 |
|
|
2023
Q1 | $12.9M | Sell |
176,747
-40,577
| -19% | -$2.97M | 1.77% | 10 |
|
|
2022
Q4 | $16.5M | Buy |
217,324
+119,281
| +122% | +$9.08M | 1.83% | 8 |
|
|
2022
Q3 | $6.51M | Sell |
98,043
-1,195
| -1% | -$79.4K | 1.46% | 16 |
|
|
2022
Q2 | $7.11M | Buy |
99,238
+3,973
| +4% | +$285K | 1.49% | 15 |
|
|
2022
Q1 | $7.52M | Buy |
95,265
+7,752
| +9% | +$612K | 1.43% | 15 |
|
|
2021
Q4 | $7.07M | Buy |
87,513
+24,144
| +38% | +$1.95M | 1.34% | 17 |
|
|
2021
Q3 | $4.71M | Sell |
63,369
-2,000
| -3% | -$148K | 0.98% | 27 |
|
|
2021
Q2 | $4.94M | Buy |
65,369
+3,505
| +6% | +$265K | 1.04% | 27 |
|
|
2021
Q1 | $4.51M | Sell |
61,864
-3,354
| -5% | -$245K | 1.05% | 27 |
|
|
2020
Q4 | $4.18M | Buy |
65,218
+3,300
| +5% | +$212K | 1.02% | 31 |
|
|
2020
Q3 | $3.42M | Buy |
61,918
+1,633
| +3% | +$90.3K | 0.9% | 33 |
|
|
2020
Q2 | $3.12M | Buy |
60,285
+6,085
| +11% | +$315K | 0.88% | 35 |
|
|
2020
Q1 | $2.44M | Buy |
54,200
+10,578
| +24% | +$476K | 0.84% | 38 |
|
|
2019
Q4 | $2.53M | Buy |
43,622
+5,018
| +13% | +$291K | 0.71% | 44 |
|
|
2019
Q3 | $2.12M | Buy |
38,604
+2,318
| +6% | +$127K | 0.63% | 47 |
|
|
2019
Q2 | $1.93M | Buy |
+36,286
| New | +$1.93M | 0.57% | 57 |
|