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

Paloma 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
2020
Q3 		– Sell
-325,098
Closed -$5.61M – 2398
2020
Q2 		$5.61M Buy
+325,098
New +$5.49M 0.1% 261

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Paloma Partners's SCHD Position: Q3 2020 in Review

Paloma Partners sold out of Schwab US Dividend Equity ETF (SCHD) in Q3 2020, closing a stake of 325,098 shares — an estimated $5.61M sold.

Paloma Partners first reported a position in SCHD in Q2 2020 and held it in 1 quarter. The position peaked at $5.61M in Q2 2020. 678 funds tracked by Wall St. Rank hold SCHD as of Q3 2020.

  • Paloma Partners reported no remaining Schwab US Dividend Equity ETF position as of Q3 2020 after selling out during the quarter.
  • Paloma Partners sold 325,098 Schwab US Dividend Equity ETF shares in Q3 2020, an estimated $5.61M.
  • Paloma Partners first reported a position in Schwab US Dividend Equity ETF in Q2 2020 and held it in 1 quarter.
  • Paloma Partners's Schwab US Dividend Equity ETF position peaked at $5.61M in Q2 2020.
  • 678 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q3 2020.

Based on Paloma Partners's 13F filing for Q3 2020, filed 16 Nov 2020.