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

BlackDiamond Wealth Management’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
2023
Q3 		– Sell
-8,034
Closed -$202K – 137
2023
Q2 		$202K Buy
+8,034
New +$192K 0.17% 127

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BlackDiamond Wealth Management's SCHD Position: Q3 2023 in Review

BlackDiamond Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2023, closing a stake of 8,034 shares — an estimated $202K sold.

BlackDiamond Wealth Management first reported a position in SCHD in Q2 2023 and held it in 1 quarter. The position peaked at $202K in Q2 2023. 1,379 funds tracked by Wall St. Rank hold SCHD as of Q3 2023.

  • BlackDiamond Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q3 2023 after selling out during the quarter.
  • BlackDiamond Wealth Management sold 8,034 Schwab US Dividend Equity ETF shares in Q3 2023, an estimated $202K.
  • BlackDiamond Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2023 and held it in 1 quarter.
  • BlackDiamond Wealth Management's Schwab US Dividend Equity ETF position peaked at $202K in Q2 2023.
  • 1,379 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2023.

Based on BlackDiamond Wealth Management's 13F filing for Q3 2023, filed 1 Nov 2023.