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Glenview Trust’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Glenview Trust’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
-7,531
Closed -$211K – 513
2025
Q1 		$211K Sell
7,531
-2,957
-28% -$82.7K ﹤0.01% 460
2024
Q4 		$287K Sell
10,488
-648
-6% -$17.7K 0.01% 422
2024
Q3 		$314K Buy
+11,136
New +$314K 0.01% 406