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

Pacifica 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 Q2	–	Sell	-3,066	Closed	-$79K	–	510
2022 Q1	$79K	Buy	+3,066	New	+$80.3K	0.05%	141

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CSIA

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WANY

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Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Pacifica Partners's SCHD Position: Q2 2022 in Review

Pacifica Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q2 2022, closing a stake of 3,066 shares — an estimated $79K sold.

Pacifica Partners first reported a position in SCHD in Q1 2022 and held it in 1 quarter. The position peaked at $79K in Q1 2022. 1,182 funds tracked by Wall St. Rank hold SCHD as of Q2 2022.

Pacifica Partners reported no remaining Schwab US Dividend Equity ETF position as of Q2 2022 after selling out during the quarter.
Pacifica Partners sold 3,066 Schwab US Dividend Equity ETF shares in Q2 2022, an estimated $79K.
Pacifica Partners first reported a position in Schwab US Dividend Equity ETF in Q1 2022 and held it in 1 quarter.
Pacifica Partners's Schwab US Dividend Equity ETF position peaked at $79K in Q1 2022.
1,182 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q2 2022.

Based on Pacifica Partners's 13F filing for Q2 2022, filed 22 Jul 2022.