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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$259K	Buy	8,445 +73	+0.9%	+$2.21K	0.08%	81
2025 Q4	$230K	Sell	8,372 -1,208	-13%	-$32.8K	0.07%	81
2025 Q3	$262K	Buy	9,580 +16	+0.2%	+$437	0.08%	77
2025 Q2	$253K	Sell	9,564 -7,825	-45%	-$204K	0.08%	71
2025 Q1	$486K	Sell	17,389 -174,848	-91%	-$4.87M	0.17%	61
2024 Q4	$5.25M	Sell	192,237 -414,513	-68%	-$11.8M	1.81%	14
2024 Q3	$5.71M	Buy	606,750 +370,284	+157%	+$10.1M	2.04%	12
2024 Q2	$6.51M	Sell	236,466 -34,908	-13%	-$909K	2.33%	12
2024 Q1	$6.96M	Sell	271,374 -619,434	-70%	-$16M	2.71%	12
2023 Q4	$22.6M	Sell	890,808 -26,433	-3%	-$630K	9.85%	2
2023 Q3	$21.6M	Buy	917,241 +272,145	+42%	+$6.68M	10.28%	2
2023 Q2	$15.6M	Buy	645,096 +79,686	+14%	+$1.9M	7.45%	3
2023 Q1	$13.7M	Buy	565,410 +517,728	+1,086%	+$12.9M	6.86%	6
2022 Q4	$1.2M	Buy	47,682 +2,508	+6%	+$61.9K	0.63%	25
2022 Q3	$1M	Buy	45,174 +3,024	+7%	+$73.5K	0.68%	23
2022 Q2	$1.01M	Buy	42,150 +336	+0.8%	+$8.55K	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%	+$8.42K	0.71%	33
2021 Q3	$1.01M	Sell	40,953 -7,323	-15%	-$186K	0.74%	34
2021 Q2	$833K	Buy	48,276 +7,869	+19%	+$199K	0.95%	21
2021 Q1	$982K	Sell	40,407 -2,235	-5%	-$50.8K	0.82%	26
2020 Q4	$912K	Buy	42,642 +246	+0.6%	+$4.99K	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%	+$23K	0.49%	46
2020 Q1	$703K	Buy	46,914 +5,967	+15%	+$107K	0.49%	50
2019 Q4	$791K	Buy	40,947 +381	+0.9%	+$7.14K	0.46%	50
2019 Q3	$741K	Sell	40,566 -1,236	-3%	-$22.1K	0.59%	43
2019 Q2	$739K	Sell	41,802 -126	-0.3%	-$2.22K	0.61%	42
2019 Q1	$731K	Buy	41,928 +486	+1%	+$8.17K	0.64%	43
2018 Q4	$649K	Sell	41,442 -1,281	-3%	-$21.3K	0.67%	35
2018 Q3	$755K	Sell	42,723 -315	-0.7%	-$5.45K	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%	-$46.9K	0.75%	32
2017 Q4	$816K	Buy	+47,844	New	+$786K	1.27%	21

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Smart Money Group's SCHD Position: Q1 2026 in Review

Smart Money Group increased its Schwab US Dividend Equity ETF (SCHD) stake by 0.87% in Q1 2026, buying an estimated $2.21K and bringing the position to 8,445 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #81.

Smart Money Group first reported a position in SCHD in Q4 2017 and has held it in 34 quarters since. The position peaked at $22.6M in Q4 2023. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

Smart Money Group held 8,445 shares of Schwab US Dividend Equity ETF worth $259K as of Q1 2026.
Smart Money Group bought 73 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $2.21K.
Schwab US Dividend Equity ETF made up 0.08% of Smart Money Group's portfolio in Q1 2026, its #81 holding.
Smart Money Group first reported a position in Schwab US Dividend Equity ETF in Q4 2017 and has held it in 34 quarters since.
Smart Money Group's Schwab US Dividend Equity ETF position peaked at $22.6M in Q4 2023.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.