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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$504K	Buy
2025 Q2	$223K	Sell
2025 Q1	$847K	Buy
2024 Q4	$265K	Buy
2024 Q3	$231K	Buy
2024 Q2	$212K	Buy
2024 Q1	$207K	Sell
2023 Q4	$202K	Sell
2023 Q3	$220K	Buy