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Interchange Capital Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Interchange Capital Partners’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
2021
Q1 		– Sell
-1,197
Closed -$25K – 933
2020
Q4 		$25K Buy
+1,197
New +$24.3K 0.01% 565

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Interchange Capital Partners's SCHD Position: Q1 2021 in Review

Interchange Capital Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2021, closing a stake of 1,197 shares — an estimated $25K sold.

Interchange Capital Partners first reported a position in SCHD in Q4 2020 and held it in 1 quarter. The position peaked at $25K in Q4 2020. 853 funds tracked by Wall St. Rank hold SCHD as of Q1 2021.

  • Interchange Capital Partners reported no remaining Schwab US Dividend Equity ETF position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 1,197 Schwab US Dividend Equity ETF shares in Q1 2021, an estimated $25K.
  • Interchange Capital Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's Schwab US Dividend Equity ETF position peaked at $25K in Q4 2020.
  • 853 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.