PHIC
Pine Haven Investment Counsel’s Schwab US Dividend Equity ETF SCHD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Buy |
15,479
+3,015
| +24% | +$79.9K | 0.32% | 68 |
|
|
2025
Q1 | $348K | Buy |
12,464
+820
| +7% | +$22.9K | 0.29% | 77 |
|
|
2024
Q4 | $318K | Buy |
11,644
+8,926
| +328% | +$244K | 0.26% | 82 |
|
|
2024
Q3 | $230K | Sell |
2,718
-40
| -1% | -$3.38K | 0.19% | 103 |
|
|
2024
Q2 | $214K | Buy |
2,758
+92
| +3% | +$7.15K | 0.18% | 102 |
|
|
2024
Q1 | $215K | Buy |
+2,666
| New | +$215K | 0.19% | 100 |
|