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Godshalk Welsh Capital Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Godshalk Welsh Capital 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
2022
Q4 		– Sell
-10,341
Closed -$229K – 119
2022
Q3 		$229K Buy
+10,341
New +$251K 0.17% 106

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Godshalk Welsh Capital Management's SCHD Position: Q4 2022 in Review

Godshalk Welsh Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2022, closing a stake of 10,341 shares — an estimated $229K sold.

Godshalk Welsh Capital Management first reported a position in SCHD in Q3 2022 and held it in 1 quarter. The position peaked at $229K in Q3 2022. 1,323 funds tracked by Wall St. Rank hold SCHD as of Q4 2022.

  • Godshalk Welsh Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q4 2022 after selling out during the quarter.
  • Godshalk Welsh Capital Management sold 10,341 Schwab US Dividend Equity ETF shares in Q4 2022, an estimated $229K.
  • Godshalk Welsh Capital Management first reported a position in Schwab US Dividend Equity ETF in Q3 2022 and held it in 1 quarter.
  • Godshalk Welsh Capital Management's Schwab US Dividend Equity ETF position peaked at $229K in Q3 2022.
  • 1,323 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2022.

Based on Godshalk Welsh Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.