SWMG

Sanchez Wealth Management 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	$419K	Hold	15,829	–	–	0.1%	33
2025 Q1	$443K	Hold	15,829	–	–	0.12%	34
2024 Q4	$432K	Buy	15,829 +10,553	+200%	+$288K	0.12%	34
2024 Q3	$446K	Hold	5,276	–	–	0.14%	30
2024 Q2	$410K	Hold	5,276	–	–	0.13%	30
2024 Q1	$425K	Hold	5,276	–	–	0.14%	31
2023 Q4	$402K	Hold	5,276	–	–	0.15%	27
2023 Q3	$373K	Hold	5,276	–	–	0.15%	28
2023 Q2	$383K	Hold	5,276	–	–	0.16%	27
2023 Q1	$386K	Hold	5,276	–	–	0.17%	25
2022 Q4	$399K	Hold	5,276	–	–	0.2%	25
2022 Q3	$351K	Hold	5,276	–	–	0.19%	23
2022 Q2	$378K	Hold	5,276	–	–	0.19%	26
2022 Q1	$416K	Hold	5,276	–	–	0.17%	26
2021 Q4	$426K	Hold	5,276	–	–	0.18%	25
2021 Q3	$392K	Hold	5,276	–	–	0.18%	26
2021 Q2	$399K	Hold	5,276	–	–	0.18%	26
2021 Q1	$385K	Hold	5,276	–	–	0.2%	25
2020 Q4	$338K	Hold	5,276	–	–	0.18%	23
2020 Q3	$292K	Hold	5,276	–	–	0.17%	21
2020 Q2	$273K	Hold	5,276	–	–	0.18%	20
2020 Q1	$237K	Hold	5,276	–	–	0.22%	19
2019 Q4	$306K	Hold	5,276	–	–	0.22%	19
2019 Q3	$289K	Hold	5,276	–	–	0.24%	19
2019 Q2	$280K	Hold	5,276	–	–	0.24%	19
2019 Q1	$276K	Hold	5,276	–	–	0.25%	19
2018 Q4	$248K	Buy	+5,276	New	+$248K	0.27%	20
2018 Q3	–	Sell	-5,276	Closed	-$260K	–	25
2018 Q2	$260K	Buy	5,276 +43	+0.8%	+$2.12K	0.25%	19
2018 Q1	$251K	Buy	5,233 +27	+0.5%	+$1.3K	0.25%	22
2017 Q4	$272K	Buy	+5,206	New	+$272K	0.28%	20