HCM
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Highlander Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Highlander Capital Management’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
Q1 		$128K Hold
4,755
– – 0.04% 255
2023
Q4 		$121K Buy
+4,755
New +$113K 0.04% 268

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Envestnet Asset Management
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Northwestern Mutual Wealth Management
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SLI
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RJFSA
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Highlander Capital Management's SCHD Position: Q1 2024 in Review

Highlander Capital Management held its Schwab US Dividend Equity ETF (SCHD) position steady in Q1 2024 at 4,755 shares worth $128K. The position accounts for 0.04% of the portfolio, ranked #255.

Highlander Capital Management first reported a position in SCHD in Q4 2023 and has held it in 2 quarters since. 1,563 funds tracked by Wall St. Rank hold SCHD as of Q1 2024.

  • Highlander Capital Management held 4,755 shares of Schwab US Dividend Equity ETF worth $128K as of Q1 2024.
  • Highlander Capital Management left its Schwab US Dividend Equity ETF share count unchanged in Q1 2024.
  • Schwab US Dividend Equity ETF made up 0.04% of Highlander Capital Management's portfolio in Q1 2024, its #255 holding.
  • Highlander Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and has held it in 2 quarters since.
  • 1,563 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.