Smart Money Group’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Smart Money Group’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$253K	Sell	9,564 -7,825	-45%	-$207K	0.08%	71
2025 Q1	$486K	Sell	17,389 -174,848	-91%	-$4.89M	0.17%	61
2024 Q4	$5.25M	Sell	192,237 -414,513	-68%	-$11.3M	1.81%	14
2024 Q3	$5.71M	Buy	606,750 +370,284	+157%	+$3.48M	2.04%	12
2024 Q2	$6.51M	Sell	236,466 -34,908	-13%	-$961K	2.33%	12
2024 Q1	$6.96M	Sell	271,374 -619,434	-70%	-$15.9M	2.71%	12
2023 Q4	$22.6M	Sell	890,808 -26,433	-3%	-$671K	9.85%	2
2023 Q3	$21.6M	Buy	917,241 +272,145	+42%	+$6.42M	10.28%	2
2023 Q2	$15.6M	Buy	645,096 +79,686	+14%	+$1.93M	7.45%	3
2023 Q1	$13.7M	Buy	565,410 +517,728	+1,086%	+$12.5M	6.86%	6
2022 Q4	$1.2M	Buy	47,682 +2,508	+6%	+$63.2K	0.63%	25
2022 Q3	$1M	Buy	45,174 +3,024	+7%	+$66.9K	0.68%	23
2022 Q2	$1.01M	Buy	42,150 +336	+0.8%	+$8.02K	0.7%	27
2022 Q1	$1.1M	Buy	41,814 +537	+1%	+$14.1K	0.74%	29
2021 Q4	$1.11M	Buy	41,277 +324	+0.8%	+$8.73K	0.71%	33
2021 Q3	$1.01M	Sell	40,953 -7,323	-15%	-$181K	0.74%	34
2021 Q2	$833K	Buy	48,276 +7,869	+19%	+$136K	0.95%	21
2021 Q1	$982K	Sell	40,407 -2,235	-5%	-$54.3K	0.82%	26
2020 Q4	$912K	Buy	42,642 +246	+0.6%	+$5.26K	0.77%	28
2020 Q3	$781K	Sell	42,396 -5,880	-12%	-$108K	0.34%	63
2020 Q2	$833K	Buy	48,276 +1,362	+3%	+$23.5K	0.49%	46
2020 Q1	$703K	Buy	46,914 +5,967	+15%	+$89.4K	0.49%	50
2019 Q4	$791K	Buy	40,947 +381	+0.9%	+$7.36K	0.46%	50
2019 Q3	$741K	Sell	40,566 -1,236	-3%	-$22.6K	0.59%	43
2019 Q2	$739K	Sell	41,802 -126	-0.3%	-$2.23K	0.61%	42
2019 Q1	$731K	Buy	41,928 +486	+1%	+$8.47K	0.64%	43
2018 Q4	$649K	Sell	41,442 -1,281	-3%	-$20.1K	0.67%	35
2018 Q3	$755K	Sell	42,723 -315	-0.7%	-$5.57K	0.69%	32
2018 Q2	$707K	Sell	43,038 -2,055	-5%	-$33.8K	0.63%	35
2018 Q1	$737K	Sell	45,093 -2,751	-6%	-$45K	0.75%	32
2017 Q4	$816K	Buy	+47,844	New	+$816K	1.27%	21