Sheets Smith Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Sheets Smith Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.61M	Sell	239,869 -7,730	-3%	-$245K	0.76%	27
2026 Q1	$7.6M	Buy	247,599 +1,916	+0.8%	+$58.1K	0.86%	24
2025 Q4	$6.74M	Sell	245,683 -8,485	-3%	-$231K	0.74%	32
2025 Q3	$6.94M	Sell	254,168 -36,594	-13%	-$998K	0.79%	29
2025 Q2	$7.71M	Buy	290,762 +4,001	+1%	+$104K	0.9%	25
2025 Q1	$8.02M	Sell	286,761 -46,010	-14%	-$1.28M	1%	25
2024 Q4	$9.09M	Sell	332,771 -412	-0.1%	-$11.7K	1.11%	19
2024 Q3	$9.39M	Sell	333,183 -6,429	-2%	-$175K	1.15%	21
2024 Q2	$8.8M	Sell	339,612 -5,592	-2%	-$146K	1.05%	22
2024 Q1	$9.28M	Sell	345,204 -2,604	-0.7%	-$67.3K	1.04%	22
2023 Q4	$8.83M	Sell	347,808 -3,837	-1%	-$91.4K	1.26%	19
2023 Q3	$8.29M	Buy	351,645 +5,751	+2%	+$141K	1.26%	16
2023 Q2	$8.37M	Sell	345,894 -39	-0%	-$932	1.22%	21
2023 Q1	$8.44M	Sell	345,933 -9,528	-3%	-$238K	1.29%	17
2022 Q4	$8.95M	Buy	355,461 +810	+0.2%	+$20K	1.4%	15
2022 Q3	$7.85M	Buy	354,651 +1,788	+0.5%	+$43.4K	1.31%	17
2022 Q2	$8.43M	Buy	352,863 +11,661	+3%	+$297K	1.39%	16
2022 Q1	$8.97M	Buy	341,202 +53,517	+19%	+$1.4M	1.24%	18
2021 Q4	$7.75M	Buy	287,685 +4,626	+2%	+$120K	0.96%	24
2021 Q3	$7M	Sell	283,059 -6,237	-2%	-$159K	0.95%	27
2021 Q2	$7.29M	Buy	289,296 +44,157	+18%	+$1.11M	0.98%	25
2021 Q1	$5.96M	Buy	245,139 +6,525	+3%	+$148K	0.88%	30
2020 Q4	$5.1M	Sell	238,614 -2,649	-1%	-$53.7K	0.77%	34
2020 Q3	$4.45M	Sell	241,263 -23,499	-9%	-$432K	0.77%	37
2020 Q2	$4.57M	Sell	264,762 -9,975	-4%	-$168K	0.91%	31
2020 Q1	$4.12M	Buy	274,737 +198,255	+259%	+$3.56M	0.86%	31
2019 Q4	$1.48M	Buy	76,482 +5,616	+8%	+$105K	0.28%	88
2019 Q3	$1.29M	Buy	70,866 +3,801	+6%	+$68K	0.27%	99
2019 Q2	$1.19M	Buy	67,065 +2,889	+5%	+$50.8K	0.24%	104
2019 Q1	$1.12M	Sell	64,176 -441	-0.7%	-$7.42K	0.24%	106
2018 Q4	$1.01M	Buy	64,617 +10,629	+20%	+$177K	0.27%	95
2018 Q3	$954K	Buy	53,988 +9,552	+21%	+$165K	0.2%	128
2018 Q2	$730K	Buy	44,436 +9,975	+29%	+$164K	0.17%	145
2018 Q1	$563K	Buy	+34,461	New	+$588K	0.14%	172