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Highland Capital Management (Tennessee)’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Highland Capital Management (Tennessee)’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
2024
Q4 		– Sell
-12,618
Closed -$356K – 407
2024
Q3 		$356K Buy
+12,618
New +$344K 0.02% 297

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Highland Capital Management (Tennessee)'s SCHD Position: Q4 2024 in Review

Highland Capital Management (Tennessee) sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 12,618 shares — an estimated $356K sold.

Highland Capital Management (Tennessee) first reported a position in SCHD in Q3 2024 and held it in 1 quarter. The position peaked at $356K in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

  • Highland Capital Management (Tennessee) reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Highland Capital Management (Tennessee) sold 12,618 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $356K.
  • Highland Capital Management (Tennessee) first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and held it in 1 quarter.
  • Highland Capital Management (Tennessee)'s Schwab US Dividend Equity ETF position peaked at $356K in Q3 2024.
  • 1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Highland Capital Management (Tennessee)'s 13F filing for Q4 2024, filed 23 Jan 2025.