KSWA
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Kathleen S. Wright Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Kathleen S. Wright Associates’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
2023
Q1 		– Sell
-12
Closed – – 199
2022
Q4 		$0 Buy
+12
New +$296 ﹤0.01% 208

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Kathleen S. Wright Associates's SCHD Position: Q1 2023 in Review

Kathleen S. Wright Associates sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2023, closing a stake of 12 shares.

Kathleen S. Wright Associates first reported a position in SCHD in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 1,342 funds tracked by Wall St. Rank hold SCHD as of Q1 2023.

  • Kathleen S. Wright Associates reported no remaining Schwab US Dividend Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 12 Schwab US Dividend Equity ETF shares in Q1 2023.
  • Kathleen S. Wright Associates first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 1 quarter.
  • Kathleen S. Wright Associates's Schwab US Dividend Equity ETF position peaked at $0 in Q4 2022.
  • 1,342 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2023.

Based on Kathleen S. Wright Associates's 13F filing for Q1 2023, filed 21 Apr 2023.