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Clarendon Private’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clarendon Private’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$258K Buy
9,729
+73
+0.8% +$1.93K 0.25% 90
2025
Q1 		$270K Buy
9,656
+67
+0.7% +$1.87K 0.29% 89
2024
Q4 		$262K Buy
+9,589
New +$262K 0.27% 88