PHWM
SCHD icon

Pine Harbor Wealth Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Pine Harbor Wealth Management’s Portfolio SCHD Stock Details SCHD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$344K Sell
12,994
-1,221
-9% -$32.4K 0.12% 70
2025
Q1 		$397K Hold
14,215
– – 0.16% 58
2024
Q4 		$388K Buy
14,215
+9,614
+209% +$263K 0.16% 59
2024
Q3 		$389K Buy
+4,601
New +$389K 0.19% 63