CHAM
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-7,534
Closed -$206K – 420
2024
Q4 		$206K Buy
+7,534
New +$206K 0.02% 340