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

McDonald 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
2022
Q1 		– Sell
-62,166
Closed -$1.67M – 606
2021
Q4 		$1.67M Buy
+62,166
New +$1.62M 1.55% 20

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McDonald Partners's SCHD Position: Q1 2022 in Review

McDonald Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2022, closing a stake of 62,166 shares — an estimated $1.67M sold.

McDonald Partners first reported a position in SCHD in Q4 2021 and held it in 1 quarter. The position peaked at $1.67M in Q4 2021. 1,173 funds tracked by Wall St. Rank hold SCHD as of Q1 2022.

  • McDonald Partners reported no remaining Schwab US Dividend Equity ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 62,166 Schwab US Dividend Equity ETF shares in Q1 2022, an estimated $1.67M.
  • McDonald Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's Schwab US Dividend Equity ETF position peaked at $1.67M in Q4 2021.
  • 1,173 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.