HHGA
SCHD icon

Halbert Hargrove Global Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$69K Sell
2,604
-380
-13% -$10.1K ﹤0.01% 121
2025
Q1 		$83.4K Hold
2,984
– – ﹤0.01% 110
2024
Q4 		$81.5K Buy
+2,984
New +$81.5K ﹤0.01% 105