MCM
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Morton Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Morton 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
Q2 		– Sell
-7,851
Closed -$211K – 106
2024
Q1 		$211K Buy
+7,851
New +$203K 0.06% 97

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Morton Capital Management's SCHD Position: Q2 2024 in Review

Morton Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2024, closing a stake of 7,851 shares — an estimated $211K sold.

Morton Capital Management first reported a position in SCHD in Q1 2024 and held it in 1 quarter. The position peaked at $211K in Q1 2024. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

  • Morton Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Morton Capital Management sold 7,851 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $211K.
  • Morton Capital Management first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and held it in 1 quarter.
  • Morton Capital Management's Schwab US Dividend Equity ETF position peaked at $211K in Q1 2024.
  • 1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on Morton Capital Management's 13F filing for Q2 2024, filed 12 Jul 2024.