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Aveo Capital Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Aveo Capital Partners’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
-18,975
Closed -$493K – 366
2024
Q1 		$493K Buy
+18,975
New +$490K 0.05% 220

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Aveo Capital Partners's SCHD Position: Q2 2024 in Review

Aveo Capital Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2024, closing a stake of 18,975 shares — an estimated $493K sold.

Aveo Capital Partners first reported a position in SCHD in Q1 2024 and held it in 1 quarter. The position peaked at $493K in Q1 2024. 1,553 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

  • Aveo Capital Partners reported no remaining Schwab US Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Aveo Capital Partners sold 18,975 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $493K.
  • Aveo Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2024 and held it in 1 quarter.
  • Aveo Capital Partners's Schwab US Dividend Equity ETF position peaked at $493K in Q1 2024.
  • 1,553 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on Aveo Capital Partners's 13F filing for Q2 2024, filed 2 Aug 2024.