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

Filbrandt 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
2020
Q3 		– Sell
-624
Closed -$11K – 310
2020
Q2 		$11K Buy
+624
New +$10.5K 0.01% 224

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Filbrandt Wealth Management's SCHD Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2020, closing a stake of 624 shares — an estimated $11K sold.

Filbrandt Wealth Management first reported a position in SCHD in Q2 2020 and held it in 1 quarter. The position peaked at $11K in Q2 2020. 678 funds tracked by Wall St. Rank hold SCHD as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining Schwab US Dividend Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 624 Schwab US Dividend Equity ETF shares in Q3 2020, an estimated $11K.
  • Filbrandt Wealth Management first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and held it in 1 quarter.
  • Filbrandt Wealth Management's Schwab US Dividend Equity ETF position peaked at $11K in Q2 2020.
  • 678 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.