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Ballentine Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Ballentine Partners’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-10,563
Closed -$295K – 1055
2025
Q1 		$295K Hold
10,563
– – 0.01% 633
2024
Q4 		$289K Buy
+10,563
New +$289K ﹤0.01% 610