Smart Money Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $262K | Buy |
|
|||||
|
2025
Q2 | $253K | Sell |
|
|||||
|
2025
Q1 | $486K | Sell |
|
|||||
|
2024
Q4 | $5.25M | Sell |
|
|||||
|
2024
Q3 | $5.71M | Buy |
|
|||||
|
2024
Q2 | $6.51M | Sell |
|
|||||
|
2024
Q1 | $6.96M | Sell |
|
|||||
|
2023
Q4 | $22.6M | Sell |
|
|||||
|
2023
Q3 | $21.6M | Buy |
|
|||||
|
2023
Q2 | $15.6M | Buy |
|
|||||
|
2023
Q1 | $13.7M | Buy |
|
|||||
|
2022
Q4 | $1.2M | Buy |
|
|||||
|
2022
Q3 | $1M | Buy |
|
|||||
|
2022
Q2 | $1.01M | Buy |
|
|||||
|
2022
Q1 | $1.1M | Buy |
|
|||||
|
2021
Q4 | $1.11M | Buy |
|
|||||
|
2021
Q3 | $1.01M | Sell |
|
|||||
|
2021
Q2 | $833K | Buy |
|
|||||
|
2021
Q1 | $982K | Sell |
|
|||||
|
2020
Q4 | $912K | Buy |
|
|||||
|
2020
Q3 | $781K | Sell |
|
|||||
|
2020
Q2 | $833K | Buy |
|
|||||
|
2020
Q1 | $703K | Buy |
|
|||||
|
2019
Q4 | $791K | Buy |
|
|||||
|
2019
Q3 | $741K | Sell |
|
|||||
|
2019
Q2 | $739K | Sell |
|
|||||
|
2019
Q1 | $731K | Buy |
|
|||||
|
2018
Q4 | $649K | Sell |
|
|||||
|
2018
Q3 | $755K | Sell |
|
|||||
|
2018
Q2 | $707K | Sell |
|
|||||
|
2018
Q1 | $737K | Sell |
|
|||||
|
2017
Q4 | $816K | Buy |
|