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Oxbow Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Oxbow Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$398K Buy
15,005
+2,667
+22% +$70.7K 0.04% 157
2025
Q1 		$345K Buy
12,338
+3,195
+35% +$89.3K 0.04% 158
2024
Q4 		$250K Buy
+9,143
New +$250K 0.03% 181