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

Gunderson 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
2024
Q1 		– Sell
-14,061
Closed -$357K – 54
2023
Q4 		$357K Buy
+14,061
New +$335K 0.2% 40

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Bank of America
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Envestnet Asset Management
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Northwestern Mutual Wealth Management
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SLI
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RJFSA
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Gunderson Capital Management's SCHD Position: Q1 2024 in Review

Gunderson Capital Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2024, closing a stake of 14,061 shares — an estimated $357K sold.

Gunderson Capital Management first reported a position in SCHD in Q4 2023 and held it in 1 quarter. The position peaked at $357K in Q4 2023. 1,563 funds tracked by Wall St. Rank hold SCHD as of Q1 2024.

  • Gunderson Capital Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2024 after selling out during the quarter.
  • Gunderson Capital Management sold 14,061 Schwab US Dividend Equity ETF shares in Q1 2024, an estimated $357K.
  • Gunderson Capital Management first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 1 quarter.
  • Gunderson Capital Management's Schwab US Dividend Equity ETF position peaked at $357K in Q4 2023.
  • 1,563 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2024.

Based on Gunderson Capital Management's 13F filing for Q1 2024, filed 10 Apr 2024.