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Belvedere Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Belvedere Advisors’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
2019
Q2 		– Sell
-20,898
Closed -$364K – 43
2019
Q1 		$364K Buy
+20,898
New +$351K 4.69% 7

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JIP
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AAIM
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RJFSA
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Belvedere Advisors's SCHD Position: Q2 2019 in Review

Belvedere Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2019, closing a stake of 20,898 shares — an estimated $364K sold.

Belvedere Advisors first reported a position in SCHD in Q1 2019 and held it in 1 quarter. The position peaked at $364K in Q1 2019. 521 funds tracked by Wall St. Rank hold SCHD as of Q2 2019.

  • Belvedere Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q2 2019 after selling out during the quarter.
  • Belvedere Advisors sold 20,898 Schwab US Dividend Equity ETF shares in Q2 2019, an estimated $364K.
  • Belvedere Advisors first reported a position in Schwab US Dividend Equity ETF in Q1 2019 and held it in 1 quarter.
  • Belvedere Advisors's Schwab US Dividend Equity ETF position peaked at $364K in Q1 2019.
  • 521 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.