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

BBR 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
Q3 		– Sell
-8,049
Closed -$209K – 251
2024
Q2 		$209K Buy
+8,049
New +$210K 0.02% 194

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BBR Partners's SCHD Position: Q3 2024 in Review

BBR Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2024, closing a stake of 8,049 shares — an estimated $209K sold.

BBR Partners first reported a position in SCHD in Q2 2024 and held it in 1 quarter. The position peaked at $209K in Q2 2024. 1,625 funds tracked by Wall St. Rank hold SCHD as of Q3 2024.

  • BBR Partners reported no remaining Schwab US Dividend Equity ETF position as of Q3 2024 after selling out during the quarter.
  • BBR Partners sold 8,049 Schwab US Dividend Equity ETF shares in Q3 2024, an estimated $209K.
  • BBR Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2024 and held it in 1 quarter.
  • BBR Partners's Schwab US Dividend Equity ETF position peaked at $209K in Q2 2024.
  • 1,625 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2024.

Based on BBR Partners's 13F filing for Q3 2024, filed 13 Nov 2024.