Smartleaf Asset Management’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 | $5.11M | Buy |
193,724
+15,032
| +8% | +$397K | 0.45% | 46 |
|
|
2025
Q1 | $4.93M | Buy |
178,692
+49,965
| +39% | +$1.38M | 0.48% | 41 |
|
|
2024
Q4 | $3.51M | Buy |
128,727
+4,371
| +4% | +$119K | 0.36% | 51 |
|
|
2024
Q3 | $3.49M | Buy |
124,356
+8,130
| +7% | +$228K | 0.42% | 49 |
|
|
2024
Q2 | $2.99M | Buy |
116,226
+10,170
| +10% | +$262K | 0.49% | 37 |
|
|
2024
Q1 | $2.84M | Buy |
106,056
+105,399
| +16,042% | +$2.82M | 0.55% | 39 |
|
|
2023
Q4 | $17K | Buy |
+657
| New | +$17K | ﹤0.01% | 689 |
|