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Johanson Financial Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Johanson Financial Advisors’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
Q1 		– Sell
-4,662
Closed -$90K – 213
2019
Q4 		$90K Buy
+4,662
New +$87.3K 0.04% 137

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JIP
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Johanson Financial Advisors's SCHD Position: Q1 2020 in Review

Johanson Financial Advisors sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2020, closing a stake of 4,662 shares — an estimated $90K sold.

Johanson Financial Advisors first reported a position in SCHD in Q4 2019 and held it in 1 quarter. The position peaked at $90K in Q4 2019. 646 funds tracked by Wall St. Rank hold SCHD as of Q1 2020.

  • Johanson Financial Advisors reported no remaining Schwab US Dividend Equity ETF position as of Q1 2020 after selling out during the quarter.
  • Johanson Financial Advisors sold 4,662 Schwab US Dividend Equity ETF shares in Q1 2020, an estimated $90K.
  • Johanson Financial Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2019 and held it in 1 quarter.
  • Johanson Financial Advisors's Schwab US Dividend Equity ETF position peaked at $90K in Q4 2019.
  • 646 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2020.

Based on Johanson Financial Advisors's 13F filing for Q1 2020, filed 10 Apr 2020.