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Idaho Trust Bank’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Idaho Trust Bank’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
-8,154
Closed -$230K – 81
2024
Q3 		$230K Hold
8,154
– – 0.11% 78
2024
Q2 		$211K Buy
+8,154
New +$212K 0.11% 78
2024
Q1 		– Sell
-8,154
Closed -$207K – 141
2023
Q4 		$207K Buy
+8,154
New +$194K 0.12% 78

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Idaho Trust Bank's SCHD Position: Q4 2024 in Review

Idaho Trust Bank sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 8,154 shares — an estimated $230K sold.

Idaho Trust Bank first reported a position in SCHD in Q4 2023 and held it in 3 quarters. The position peaked at $230K in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

  • Idaho Trust Bank reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Idaho Trust Bank sold 8,154 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $230K.
  • Idaho Trust Bank first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 3 quarters.
  • Idaho Trust Bank's Schwab US Dividend Equity ETF position peaked at $230K in Q3 2024.
  • 1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Idaho Trust Bank's 13F filing for Q4 2024, filed 7 Feb 2025.