Fourpath Capital Management’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
2024
Q4
Sell
-2,595
Closed -$73.1K 661
2024
Q3
$73.1K Buy
+2,595
New +$70.7K 0.01% 307

Other funds holding SCHD

Fourpath Capital Management's SCHD Position: Q4 2024 in Review

Fourpath Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2024, closing a stake of 2,595 shares — an estimated $73.1K sold.

Fourpath Capital Management first reported a position in SCHD in Q3 2024 and held it in 1 quarter. The position peaked at $73.1K in Q3 2024. 1,802 funds tracked by Wall St. Rank hold SCHD as of Q4 2024.

  • Fourpath Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q4 2024 after selling out during the quarter.
  • Fourpath Capital Management sold 2,595 Schwab US Dividend Equity ETF shares in Q4 2024, an estimated $73.1K.
  • Fourpath Capital Management first reported a position in Schwab US Dividend Equity ETF in Q3 2024 and held it in 1 quarter.
  • Fourpath Capital Management's Schwab US Dividend Equity ETF position peaked at $73.1K in Q3 2024.
  • 1,802 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2024.

Based on Fourpath Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.