MFWP
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Mosaic Family Wealth Partners’s Schwab US Dividend Equity ETF SCHD Stock Holding History

Mosaic Family Wealth 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
2024
Q2 		– Sell
-15,123
Closed -$406K – 207
2024
Q1 		$406K Hold
15,123
– – 0.07% 135
2023
Q4 		$384K Buy
+15,123
New +$360K 0.07% 128

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Mosaic Family Wealth Partners's SCHD Position: Q2 2024 in Review

Mosaic Family Wealth Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2024, closing a stake of 15,123 shares — an estimated $406K sold.

Mosaic Family Wealth Partners first reported a position in SCHD in Q4 2023 and held it in 2 quarters. The position peaked at $406K in Q1 2024. 1,554 funds tracked by Wall St. Rank hold SCHD as of Q2 2024.

  • Mosaic Family Wealth Partners reported no remaining Schwab US Dividend Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Mosaic Family Wealth Partners sold 15,123 Schwab US Dividend Equity ETF shares in Q2 2024, an estimated $406K.
  • Mosaic Family Wealth Partners first reported a position in Schwab US Dividend Equity ETF in Q4 2023 and held it in 2 quarters.
  • Mosaic Family Wealth Partners's Schwab US Dividend Equity ETF position peaked at $406K in Q1 2024.
  • 1,554 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2024.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2024, filed 6 Aug 2024.