HighMark Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

HighMark Wealth 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
2025 Q3	$197K	Buy
2025 Q2	$155K	Buy
2025 Q1	$104K	Buy
2024 Q4	$5.15K	Buy
2024 Q3	$5.26K	Buy
2024 Q2	$4.75K	Hold
2024 Q1	$4.92K	Hold
2023 Q4	$4.62K	Buy