Claraphi Advisory Network’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-23,187
Closed -$554K 279
2022
Q2
$554K Sell
23,187
-1,344
-5% -$34.2K 0.19% 125
2022
Q1
$645K Buy
+24,531
New +$642K 0.19% 117
2020
Q2
Sell
-4,794
Closed -$72K 1016
2020
Q1
$72K Buy
+4,794
New +$86.1K 0.03% 411

Other funds holding SCHD

Claraphi Advisory Network's SCHD Position: Q3 2022 in Review

Claraphi Advisory Network sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2022, closing a stake of 23,187 shares — an estimated $554K sold.

Claraphi Advisory Network first reported a position in SCHD in Q1 2020 and held it in 3 quarters. The position peaked at $645K in Q1 2022. 1,161 funds tracked by Wall St. Rank hold SCHD as of Q3 2022.

  • Claraphi Advisory Network reported no remaining Schwab US Dividend Equity ETF position as of Q3 2022 after selling out during the quarter.
  • Claraphi Advisory Network sold 23,187 Schwab US Dividend Equity ETF shares in Q3 2022, an estimated $554K.
  • Claraphi Advisory Network first reported a position in Schwab US Dividend Equity ETF in Q1 2020 and held it in 3 quarters.
  • Claraphi Advisory Network's Schwab US Dividend Equity ETF position peaked at $645K in Q1 2022.
  • 1,161 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2022.

Based on Claraphi Advisory Network's 13F filing for Q3 2022, filed 15 Nov 2022.