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Meixler Investment Management’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Meixler Investment Management’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
-8,379
Closed -$211K – 101
2022
Q4 		$211K Buy
+8,379
New +$207K 0.21% 72

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Northwestern Mutual Wealth Management
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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Meixler Investment Management's SCHD Position: Q1 2023 in Review

Meixler Investment Management sold out of Schwab US Dividend Equity ETF (SCHD) in Q1 2023, closing a stake of 8,379 shares — an estimated $211K sold.

Meixler Investment Management first reported a position in SCHD in Q4 2022 and held it in 1 quarter. The position peaked at $211K in Q4 2022. 1,342 funds tracked by Wall St. Rank hold SCHD as of Q1 2023.

  • Meixler Investment Management reported no remaining Schwab US Dividend Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Meixler Investment Management sold 8,379 Schwab US Dividend Equity ETF shares in Q1 2023, an estimated $211K.
  • Meixler Investment Management first reported a position in Schwab US Dividend Equity ETF in Q4 2022 and held it in 1 quarter.
  • Meixler Investment Management's Schwab US Dividend Equity ETF position peaked at $211K in Q4 2022.
  • 1,342 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2023.

Based on Meixler Investment Management's 13F filing for Q1 2023, filed 11 May 2023.