SMFG
Sumitomo Mitsui Financial Group’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 | $3.77M | Sell |
142,223
-37,400
| -21% | -$991K | 0.06% | 63 |
|
|
2025
Q1 | $5.02M | Buy |
179,623
+16,735
| +10% | +$468K | 0.09% | 57 |
|
|
2024
Q4 | $4.45M | Buy |
162,888
+114,229
| +235% | +$3.12M | 0.06% | 61 |
|
|
2024
Q3 | $4.11M | Buy |
48,659
+2,657
| +6% | +$225K | 0.09% | 60 |
|
|
2024
Q2 | $3.58M | Buy |
46,002
+6,549
| +17% | +$509K | 0.11% | 60 |
|
|
2024
Q1 | $3.18M | Buy |
39,453
+3,728
| +10% | +$301K | 0.1% | 63 |
|
|
2023
Q4 | $2.72M | Buy |
35,725
+10,598
| +42% | +$807K | 0.09% | 69 |
|
|
2023
Q3 | $1.78M | Buy |
25,127
+1,997
| +9% | +$141K | 0.06% | 79 |
|
|
2023
Q2 | $1.68M | Buy |
23,130
+4,710
| +26% | +$342K | 0.05% | 84 |
|
|
2023
Q1 | $1.35M | Buy |
18,420
+1,930
| +12% | +$141K | 0.04% | 95 |
|
|
2022
Q4 | $1.25M | Buy |
+16,490
| New | +$1.25M | 0.05% | 100 |
|