LCM
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Logan Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Logan Capital Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Hold
0
– -$24 – 516
2023
Q3 		– Hold
0
– -$26 – 485
2023
Q2 		– Hold
0
– -$1 – 484
2023
Q1 		– Hold
0
– -$1 – 498
2022
Q4 		– Hold
0
– – – 524