HAIM
Hunter Associates Investment 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 | $17.6M | Sell |
663,942
-25,302
| -4% | -$670K | 2.61% | 8 |
|
|
2025
Q1 | $19.3M | Sell |
689,244
-11,470
| -2% | -$320K | 2.97% | 5 |
|
|
2024
Q4 | $19.1M | Buy |
700,714
+493,551
| +238% | +$13.5M | 2.91% | 5 |
|
|
2024
Q3 | $17.5M | Buy |
207,163
+16,748
| +9% | +$1.42M | 2.71% | 5 |
|
|
2024
Q2 | $14.8M | Buy |
190,415
+42,174
| +28% | +$3.27M | 2.49% | 6 |
|
|
2024
Q1 | $11.9M | Buy |
148,241
+10,957
| +8% | +$882K | 2.01% | 8 |
|
|
2023
Q4 | $10.5M | Buy |
137,284
+6,672
| +5% | +$509K | 1.92% | 7 |
|
|
2023
Q3 | $9.23M | Buy |
130,612
+15,697
| +14% | +$1.11M | 1.88% | 8 |
|
|
2023
Q2 | $8.35M | Buy |
114,915
+37,141
| +48% | +$2.7M | 1.63% | 13 |
|
|
2023
Q1 | $5.7M | Buy |
77,774
+47,095
| +154% | +$3.45M | 1.22% | 22 |
|
|
2022
Q4 | $2.32M | Buy |
30,679
+9,182
| +43% | +$694K | 0.56% | 49 |
|
|
2022
Q3 | $1.43M | Buy |
21,497
+7,031
| +49% | +$467K | 0.37% | 67 |
|
|
2022
Q2 | $1.04M | Buy |
+14,466
| New | +$1.04M | 0.26% | 83 |
|