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Convergence Financial’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Convergence Financial’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
Q4 		– Sell
-8,583
Closed -$242K – 169
2024
Q3 		$242K Buy
+8,583
New +$234K 0.05% 143

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Convergence Financial's SCHD Position: Q4 2024 in Review

Convergence Financial sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 8,583 shares — an estimated $242K sold.

Convergence Financial first reported a position in SCHD in Q3 2024 and held it in 1 quarter. The position peaked at $242K in Q3 2024. 1,807 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

  • Convergence Financial reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Convergence Financial sold 8,583 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $242K.
  • Convergence Financial first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and held it in 1 quarter.
  • Convergence Financial's Schwab US Dividend Equity ETF position peaked at $242K in Q3 2024.
  • 1,807 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Convergence Financial's 13F filing for Q4 2024, filed 5 Feb 2025.