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Clear Harbor Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Clear Harbor Asset Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,534
Closed -$206K – 438
2024
Q4 		$206K Buy
+7,534
New +$214K 0.02% 350

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Clear Harbor Asset Management's SCHD Position: Q1 2025 in Review

Clear Harbor Asset Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2025, closing a stake of 7,534 shares — an estimated $206K sold.

Clear Harbor Asset Management first reported a position in SCHD in Q4 2024 and held it in 1 quarter. The position peaked at $206K in Q4 2024. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q1 2025.

  • Clear Harbor Asset Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2025 after selling out during the quarter.
  • Clear Harbor Asset Management sold 7,534 Schwab US Dividend Equity ETF shares in Q1 2025, an estimated $206K.
  • Clear Harbor Asset Management first reported a position in Schwab US Dividend Equity ETF in Q4 2024 and held it in 1 quarter.
  • Clear Harbor Asset Management's Schwab US Dividend Equity ETF position peaked at $206K in Q4 2024.
  • 1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2025.

Based on Clear Harbor Asset Management's 13F filing for Q1 2025, filed 15 May 2025.