MKA
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M. Kulyk & Associates’s Schwab US Dividend Equity ETF SCHD Stock Holding History

M. Kulyk & 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
Q4 		– Sell
-21,771
Closed -$514K – 111
2023
Q3 		$514K Buy
+21,771
New +$534K 0.14% 65

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WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

M. Kulyk & Associates's SCHD Position: Q4 2023 in Review

M. Kulyk & Associates sold out of Schwab US Dividend Equity ETF (SCHD) in Q4 2023, closing a stake of 21,771 shares — an estimated $514K sold.

M. Kulyk & Associates first reported a position in SCHD in Q3 2023 and held it in 1 quarter. The position peaked at $514K in Q3 2023. 1,523 funds tracked by Wall St. Rank hold SCHD as of Q4 2023.

  • M. Kulyk & Associates reported no remaining Schwab US Dividend Equity ETF position as of Q4 2023 after selling out during the quarter.
  • M. Kulyk & Associates sold 21,771 Schwab US Dividend Equity ETF shares in Q4 2023, an estimated $514K.
  • M. Kulyk & Associates first reported a position in Schwab US Dividend Equity ETF in Q3 2023 and held it in 1 quarter.
  • M. Kulyk & Associates's Schwab US Dividend Equity ETF position peaked at $514K in Q3 2023.
  • 1,523 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q4 2023.

Based on M. Kulyk & Associates's 13F filing for Q4 2023, filed 8 Feb 2024.