Smart Money Group LLC: SCHD position timeline

Smart Money Group LLC held 8,487 SCHD shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 8,487 shares

   Change vs previous 13F +42 shares

   0.07% of the 13F portfolio, value $269,128.

   13F-HR 0001728866-26-000005 filed by Smart Money Group LLC
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 8,445 shares

   Change vs previous 13F +73 shares

   0.08% of the 13F portfolio, value $259,104.

   13F-HR 0001728866-26-000004 filed by Smart Money Group LLC
   Filed 2026-05-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 8,372 shares

   Change vs previous 13F -1,208 shares

   0.07% of the 13F portfolio, value $229,644.

   13F-HR 0001728866-26-000001 filed by Smart Money Group LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 9,580 shares

   Change vs previous 13F +16 shares

   0.08% of the 13F portfolio, value $261,538.

   13F-HR 0001728866-25-000004 filed by Smart Money Group LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 9,564 shares

   Change vs previous 13F -7,825 shares

   0.08% of the 13F portfolio, value $253,458.

   13F-HR 0001765380-25-000302 filed by Smart Money Group LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F/A 17,389 shares

   Change vs previous 13F -174,848 shares

   0.17% of the 13F portfolio, value $486,205.

   13F-HR/A 0001765380-25-000217 filed by Smart Money Group LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 192,237 shares

   Change vs previous 13F -10,013 shares

   1.81% of the 13F portfolio, value $5,251,912.

   13F-HR 0001728866-25-000001 filed by Smart Money Group LLC
   Filed 2025-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 202,250 shares

   Change vs previous 13F not available

   2.04% of the 13F portfolio, value $5,709,523.

   13F-HR 0001728866-24-000004 filed by Smart Money Group LLC
   Filed 2024-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).