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Palisades Hudson Asset Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Palisades Hudson Asset Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$201K Hold
7,599
– – 0.08% 107
2025
Q1 		$212K Hold
7,599
– – 0.1% 95
2024
Q4 		$208K Buy
7,599
+5,066
+200% +$139K 0.09% 102
2024
Q3 		$214K Buy
+2,533
New +$214K 0.09% 97