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

ERn Financial LLC’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
2022
Q2 		– Sell
-7,677
Closed -$202K – 191
2022
Q1 		$202K Buy
+7,677
New +$201K 0.04% 170

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ERn Financial LLC's SCHD Position: Q2 2022 in Review

ERn Financial LLC sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2022, closing a stake of 7,677 shares — an estimated $202K sold.

ERn Financial LLC first reported a position in SCHD in Q1 2022 and held it in 1 quarter. The position peaked at $202K in Q1 2022. 1,182 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

  • ERn Financial LLC reported no remaining Schwab US Dividend Equity ETF position as of Q2 2022 after selling out during the quarter.
  • ERn Financial LLC sold 7,677 Schwab US Dividend Equity ETF shares in Q2 2022, an estimated $202K.
  • ERn Financial LLC first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and held it in 1 quarter.
  • ERn Financial LLC's Schwab US Dividend Equity ETF position peaked at $202K in Q1 2022.
  • 1,182 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on ERn Financial LLC's 13F filing for Q2 2022, filed 2 Aug 2022.