HAM
Harmony Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $245K | Hold |
9,231
| – | – | 0.09% | 150 |
|
|
2025
Q1 | $258K | Sell |
9,231
-891
| -9% | -$24.9K | 0.11% | 139 |
|
|
2024
Q4 | $277K | Buy |
10,122
+6,630
| +190% | +$181K | 0.11% | 142 |
|
|
2024
Q3 | $295K | Buy |
3,492
+118
| +3% | +$9.98K | 0.11% | 141 |
|
|
2024
Q2 | $262K | Sell |
3,374
-200
| -6% | -$15.6K | 0.11% | 137 |
|
|
2024
Q1 | $288K | Buy |
3,574
+897
| +34% | +$72.3K | 0.12% | 123 |
|
|
2023
Q4 | $204K | Buy |
+2,677
| New | +$204K | 0.09% | 131 |
|